Research house Zenith Investment Partners has signed two financial planning practices to its new client list for 2012.
Zenith will provide Lachlan Wealth Management – part of the Lachlan Partners Group – and family-owned Leishman Financial Services with online research services and portfolio reporting.
Zenith national sales manager John Nicoll said non-aligned practices have developed a particular set of needs the researcher is aiming to accommodate.
"A few years into the global financial crisis we are finding more dealer groups and non-institutionally aligned practices seem to be looking at either introducing managed fund portfolios or further enhancing the analysis and reporting capabilities of their existing portfolios," Nicoll said.
To support this, Nicoll said Zenith had further developed its portfolio reporting capabilities.
