SQM Research has expanded its platform for advisers to include the most comprehensive investing information in Australia, including analysis of thousands of managed funds, direct equity investments and for the first time, residential real estate risk profiling.
The expanded platform, officially launched today, provides analytics on over 9,000 managed funds, ASX-listed equities and encompasses SQM’s existing property data and automated valuations software.
“Our expanded analytics platform puts SQM Research on a level playing field with its peers – with one big advantage – our service is significantly more cost effective and includes residential property research, equities data, as well as investment fund qualitative ratings, enabling advisers to give a more detailed Statement of Advice (SOA),” said Louis Christopher, Managing Director of SQM Research.
This new investment information is available as a subscription for advisers and other investment professionals for as low as $3,000 for an individual. Immediate free trials of the platform are now available to financial advisers and investment professionals.
As part of this new service offering, SQM Research’s platform includes portfolio-blending tools as part of its Funds Research service. The blending tools integrate with direct equities analytics and will eventually integrate with individual residential property risk-return profiling, in what will be an Australian first.
“As part of this endeavour, we will shortly begin the task of calculating the individual risk profile of every established residential dwelling in the country. We are also on the path to building next-generation desktop property valuation models that can take into account detailed information on new renovations, the condition of the property, the type of view and even the slope of the land. Users will be able to receive accurate interactive valuations while inspecting properties, based on the attributes they witness during inspections,” said Christopher.
In recognition of its innovation, SQM Research has won a Federal Government research and development (R&D) tax credit that will enable the firm to complete its industry-leading platform.
“The grant will be used towards delivering enhanced desktop valuations services and to integrate residential property analysis into a SOA. SQM Research will be the first research firm to provide this service in Australia and possibly, the world.
“This will enable SQM to achieve its ultimate goal of building a fully encompassing dashboard where professionals will be able to insert any fund name, any listed entity and any property address to receive a full risk-return profile. This has been a significant missing piece when advisers write a SOA. SQM will overcome this gap.”
The newly launched SQM Direct Equities Research service offers a stock-screening tool that enables easy analysis and rankings on a large number of key investment variables.
“This will make it much easier for professionals to quickly screen out or screen in equities to key customised attributes each investor is looking for. We intend to build on this good screening tool and to enable a free version to be offered to the public,” Christopher said.
“Overall, these are very exciting developments and they are a significant leap forward for our company. We look forward to putting our audience in the ultimate researcher’s seat with our new analytics, which will speed up investment decision-making and enable our subscribers to be more informed,” said Christopher.
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