SQM Research expands adviser services

31 July 2017
| By Oksana Patron |
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SQM Research has expanded its platform for advisers which now includes analysis of managed funds, direct equity investments and residential real estate risk profiling.

According to the company, the new platform would provide analytics on over 9,000 managed funds, ASX-listed equities and would include SQM’s existing property data and automated valuations software.

The new service would be available for advisers and other investment professionals as a subscription for $3,000, the company said.

SQM Research’s managing director, Louis Christopher, said: “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).”

Christopher also said that SQM Research’s platform would include portfolio-blending tools as part of its funds research service which would help integrate with direct equities analytics and with individual residential property risk-return profiling.

“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,” he said.

“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 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.”

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