Rainmaker Information | Products | RainmakerLive - Wholesale

RainmakerLive Wholesale

Connected for wholesale insights

An integrated terminal providing the latest updates, data and insights for professionals in the wholesale wealth management market.

Gain fast and reliable access to market opportunities and intelligence in the wholesale market.

RainmakerLive is Australia's integrated knowledge management terminal, enabling a new world of information into the wholesale wealth management space. Gain unparalleled insights into the ever changing landscape of financial advice and AFSL groups as well as platforms, research houses and wholesale funds management sectors.

Integrate wholesale market intelligence into your workflow

RainmakerLive lets you stay up to date and conduct efficient, customised research into the wholesale wealth management market.

Business development

Stay on top of dealer group and platform developments, plus access key prospecting information in the financial advice market.

Investments

Understand how your products are performing relative to the market, then refine your competitive positioning.

Marketing

Identify how to segment your target market and create tailored messaging that generates leads.

RainmakerLive Wholesale

Features that make a difference

Maximise your understanding of the wholesale market using a variety of tools on the RainmakerLive terminal. RainmakerLive is a cloud-based system ensures complete privacy, security and continuity of use throughout your subscription.

Account Profiles

RainmakerLive's dedicated data services team accurately maintain and update the details of Australia's financial advice firms and licencees, investment managers, investment products, platforms and more.

Account profiles enable you to view an array of details across the financial advice, wholesale investment management and platform segments, including account contact details, funds under advice, AFSL licence types, investment options, returns and more.

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Contact Profiles

The contact function provides a full suite of contacts and job titles in an account, alongside links to ASIC's Financial Adviser Register of adviser accreditation details. RainmakerLive enables you to outsource your database and contact management.

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

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Research Reports

Wholesale subscribers gain access to RainmakerLive's Research Report library, which includes the ETP Report, Managed Accounts Report, Vantage Point Reports and the flagship offering for wholesale investment managers, the Wholesale Advantage Report.

The reports provide key insights into the structural changes and trends within the financial advice and platform sectors, alongside competitive intelligence within the listed products landscape.

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News alerts

News alerts provide more than industry updates. Real-time news is integrated into your contact and account data, allowing you to research relevant prospects and categorise news based on relevant search factors.

For wholesale investment managers news is easily filtered into adviser, ratings, research and wholesale categories. You can also set alerts for specific keywords and favourite items, ensuring you are immediately informed of important announcements.

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Sales and Marketing Optimiser (SMO)

Linking to contact and account information, SMO allows you to easily break down prospects into SmartLists, enabling efficient geographic and business-type targeting for your sales and marketing campaigns.

SMO improves your client engagement, with SmartNotes allowing you to monitor client conversations, along with the SMO Pipeline that provides sales forecasts that reflect your business development activity.

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Analytics

Analytics consolidates RainmakerLive's wholesale 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 wholesale investment managers better understand and monitor the competitive landscape over time in their particular market segment. It also allows super funds to see which managers achieve the best results in their relevant asset class.

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Performance tables

Competitive positioning and intelligence is made simple thanks to the array of performance tables accessible to RainmakerLive Wholesale subscribers.

Rainmaker's performance tables include league tables and commentary that break down managed funds performance across asset classes and risk profiles. Rainmaker's RMetrics Report analyses risk-adjusted returns for Australian and international equities products.

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Aggregated tools to streamline your wholesale research

	Asset allocations
	Access the current and historical asset allocations data for investment managers and investment products.

	Financial advisers
	Access profiles for every adviser including location, detailed licence conditions, memberships and contact details.

	Customised reports
	Access a digital archive of customised or commissioned reports including market and competitor analysis and performance benchmarking.

	Tools
	Streamline your research with a range of integrated software that allows you to compare, save, report, export, analyse, tabulate, filter, search and manage alerts.