RainmakerLive Institutional

With hundreds of active mandates, RainmakerLive's Mandate Pipeline, coupled with the Mandate Chaser Report, will allow you to quickly prospect for relevant mandates in specific asset classes.

The pipeline showcases the super fund, asset consultant, fund manager, market segment, asset class, size as well as appointment date and estimated renewal date of mandates.

The mandate pipeline is integrated within the existing dataset of the RainmakerLive terminal, assisting distribution efforts through industry intelligence on superannuation funds, research committees and asset consultant contacts.

RainmakerLive's account profiles will quickly allow you to search for superannuation funds, asset consultants, platform providers, model portfolio and managed account providers, administrators, custodians, insurers, sovereign wealth funds and more.

Account profiles show contact information, asset allocation, products, performance, press history, service providers, mandate appointments and more.

Connecting with contact profiles on RainmakerLive, you can then view decision makers across the market, powering your efforts to be considered for mandate appointments, being added into model portfolios and to ultimately source FUM from the Australian wholesale market.

All account data in RainmakerLive is managed by Rainmaker Information's specialist data team, ensuring you can focus on your business goals, while having confidence in your data accuracy.

RainmakerLive's contact profiles will allow you to quickly connect with super fund and asset consultant decision makers, while allowing you to keep a history of conversations, manage lists and understand each potential customer.

Contact and account profiles link seamlessly, so you can see a full suite of contacts in an account, then view the account's performance history, asset allocation, membership and FUM details, which is also searchable across the entire market, powering your segmentation.

Contacts are also linked to RainmakerLive's Sales and Marketing Optimiser (SMO) and news functions, allowing for the creation of alerts as well as the ability to add notes and lists for contacts.

Institutional subscribers gain access to RainmakerLive's Research Report library, which includes the Mandate Chaser Report, Vantage Point Reports and Rainmaker's pioneering report into the investment management and superannuation landscape, the Roundup Report.

Rainmaker Information's array of reports will help you identify market trends that will impact your product and positioning decisions in the institutional market, including superannuation asset allocation trends, model portfolios, ESG fund flows, investment manager competitor analysis and more.

News alerts are integrated with your contact and account data, allowing you to set alerts relating to your clients and prospects.

Setting alerts will ensure you can be quickly notified of sales opportunities or client touch points. News is fed through to the terminal from Rainmaker Media's titles, including Financial Standard, FS Super, FS Sustainability and Industry Moves.

Fund managers can filter news by mandates, institutional, ESG, executive appointments, ratings and research wholesale categories to focus on news that most impacts them.

Sales and Marketing Optimiser (SMO) is RainmakerLive's in-built customer relationship management (CRM) function, connecting to account and contact profiles.

Add notes to contacts and accounts to keep records of engagement, plus add your clients and prospects to lists, ensuring you can segment target audiences into tabulated and exportable groups.

RainmakerLive's SMO Pipeline further enhances the contact dataset, providing sales forecasts that reflect your business development activity according to client engagement that has been mapped in the terminal.

Analytics consolidates RainmakerLive's institutional performance and FUM data which is then packaged into digestible market share, FUM growth and investment performance tables across asset classes and time periods.

Analytics helps institutional investment managers better understand and monitor the competitive landscape over time, by seeing where inflows and outflows are occurring. It also allows super funds and asset consultants to see which managers achieve the best results across asset class.

Institutional subscribers can access the superannuation performance tables across workplace, personal and retirement products, as well as the RMetrics Workplace Super Report, analysing risk-adjusted returns.

Rainmaker's performance tables include league tables and commentary that break down performance. The tables fuel competitive intelligence as you can run a search in RainmakerLive for the fund managers and mandates associated with superannuation funds in the performance tables.