A proven track record of supporting fund managers in growing their wholesale footprint

RainmakerLive is Australia's integrated knowledge management terminal, connecting investment managers and financial services professionals with unparalleled insights into the ever-changing wholesale wealth management landscape.

Access leading data and research capabilities about financial advice and AFSL groups, high net worth individuals and family offices, platforms, research houses and the wider wholesale funds management sector.

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

Grow funds under management

Business development teams can connect with dealer groups, high net worth, research and platform decision makers to increase FUM inflows.

Wholesale investment management

Investments

Compare your product against the market, analysing FUM flows, managed fund performance tables, fees and asset classes.

Funds management marketing

Segmenting and positioning

CRM, data, research and sales pipeline integrations support communications activities and product planning.

RainmakerLive Wholesale
Features to support your distribution efforts
Your RainmakerLive subscription includes access to features that will enhance the workflow of your distribution, product, marketing and investment teams. Subscriptions can be tailored to suit your business' goals.
Adviser movements pipeline
Adviser Movements Pipeline

View lists of financial advisers who have been added, removed or transferred from AFSLs  across dates, locations and more. The pipeline tracks publicly available data from the ASIC Financial Advisers Register.

LEARN MORE
Account and organisation profiles
Account Profiles

Search for aligned and non-aligned AFSLs, advice practices, platforms, research houses, family offices and ratings agencies. Find partners that can help expand your distribution footprint and source FUM from the Australian wholesale market.

LEARN MORE
Contact profiles
Contact Profiles

View advisers from the ASIC Financial Adviser Register and other contacts in an account, detailing their license conditions, FUA and platforms used. Connect with potential investors, keep a history of conversations and manage lists of clients and prospects.

LEARN MORE
Research Reports
Research Reports

Access Rainmaker's Wholesale Advantage Report, Financial Adviser Report, Exchange Traded Product Report, Vantage Point Chart Packs and Investment Briefs. The reports will help guide your strategic decisions, including segmentation and competitor analysis.

LEARN MORE
News feeds and alerts
News Alerts

News feeds and alerts are linked to client profiles and can be filtered by  adviser, ratings, research and wholesale categories. News content is provided by Rainmaker Media's mastheads, Financial Standard, FS Advice, FS Sustainability and Industry Moves.

LEARN MORE
CRM management
CRM management

Sales and Marketing Optimiser (SMO) is RainmakerLive's in-built customer relationship management function, connecting to accounts and contacts. Add notes to contact profiles, create segmented contact lists and view your forecasts in the sales pipeline.

LEARN MORE
RainmakerLive analytics
Analytics

Analytics consolidates wholesale FUM data, which is packaged into digestible market share, FUM growth and performance tables across asset classes and time periods. Analytics helps monitor competition, assessing where inflows and outflows are occurring.

LEARN MORE
Performance tables
Performance Tables

Access wholesale managed funds performance by asset class, with risk-adjusted returns assessed in the RMetrics Equities Report. The performance tables allow sales and marketing teams to identify their key strengths, which can then be taken to market.

LEARN MORE
Adviser movements pipeline
Adviser Movements Pipeline

View lists of financial advisers who have been added, removed or transferred from AFSLs  across dates, locations and more. The pipeline tracks publicly available data from the ASIC Financial Advisers Register.

LEARN MORE
Account and organisation profiles
Account Profiles

Search for aligned and non-aligned AFSLs, advice practices, platforms, research houses, family offices and ratings agencies. Find partners that can help expand your distribution footprint and source FUM from the Australian wholesale market.

LEARN MORE
Contact profiles
Contact Profiles

View advisers from the ASIC Financial Adviser Register and other contacts in an account, detailing their license conditions, FUA and platforms used. Connect with potential investors, keep a history of conversations and manage lists of clients and prospects.

LEARN MORE
Research Reports
Research Reports

Access Rainmaker's Wholesale Advantage Report, Financial Adviser Report, Exchange Traded Product Report, Vantage Point Chart Packs and Investment Briefs. The reports will help guide your strategic decisions, including segmentation and competitor analysis.

LEARN MORE
News feeds and alerts
News Alerts

News feeds and alerts are linked to client profiles and can be filtered by  adviser, ratings, research and wholesale categories. News content is provided by Rainmaker Media's mastheads, Financial Standard, FS Advice, FS Sustainability and Industry Moves.

LEARN MORE
CRM management
CRM management

Sales and Marketing Optimiser (SMO) is RainmakerLive's in-built customer relationship management function, connecting to accounts and contacts. Add notes to contact profiles, create segmented contact lists and view your forecasts in the sales pipeline.

LEARN MORE
RainmakerLive analytics
Analytics

Analytics consolidates wholesale FUM data, which is packaged into digestible market share, FUM growth and performance tables across asset classes and time periods. Analytics helps monitor competition, assessing where inflows and outflows are occurring.

LEARN MORE
Performance tables
Performance Tables

Access wholesale managed funds performance by asset class, with risk-adjusted returns assessed in the RMetrics Equities Report. The performance tables allow sales and marketing teams to identify their key strengths, which can then be taken to market.

LEARN MORE
Adviser movements pipeline
Adviser Movements Pipeline

View lists of financial advisers who have been added, removed or transferred from AFSLs  across dates, locations and more. The pipeline tracks publicly available data from the ASIC Financial Advisers Register.

LEARN MORE
Account and organisation profiles
Account Profiles

Search for aligned and non-aligned AFSLs, advice practices, platforms, research houses, family offices and ratings agencies. Find partners that can help expand your distribution footprint and source FUM from the Australian wholesale market.

LEARN MORE
Contact profiles
Contact Profiles

View advisers from the ASIC Financial Adviser Register and other contacts in an account, detailing their license conditions, FUA and platforms used. Connect with potential investors, keep a history of conversations and manage lists of clients and prospects.

LEARN MORE
Research Reports
Research Reports

Access Rainmaker's Wholesale Advantage Report, Financial Adviser Report, Exchange Traded Product Report, Vantage Point Chart Packs and Investment Briefs. The reports will help guide your strategic decisions, including segmentation and competitor analysis.

LEARN MORE
News feeds and alerts
News Alerts

News feeds and alerts are linked to client profiles and can be filtered by  adviser, ratings, research and wholesale categories. News content is provided by Rainmaker Media's mastheads, Financial Standard, FS Advice, FS Sustainability and Industry Moves.

LEARN MORE
CRM management
CRM management

Sales and Marketing Optimiser (SMO) is RainmakerLive's in-built customer relationship management function, connecting to accounts and contacts. Add notes to contact profiles, create segmented contact lists and view your forecasts in the sales pipeline.

LEARN MORE
RainmakerLive analytics
Analytics

Analytics consolidates wholesale FUM data, which is packaged into digestible market share, FUM growth and performance tables across asset classes and time periods. Analytics helps monitor competition, assessing where inflows and outflows are occurring.

LEARN MORE
Performance tables
Performance Tables

Access wholesale managed funds performance by asset class, with risk-adjusted returns assessed in the RMetrics Equities Report. The performance tables allow sales and marketing teams to identify their key strengths, which can then be taken to market.

LEARN MORE
Adviser movements pipeline
Adviser Movements Pipeline

View lists of financial advisers who have been added, removed or transferred from AFSLs  across dates, locations and more. The pipeline tracks publicly available data from the ASIC Financial Advisers Register.

LEARN MORE
Account and organisation profiles
Account Profiles

Search for aligned and non-aligned AFSLs, advice practices, platforms, research houses, family offices and ratings agencies. Find partners that can help expand your distribution footprint and source FUM from the Australian wholesale market.

LEARN MORE
Contact profiles
Contact Profiles

View advisers from the ASIC Financial Adviser Register and other contacts in an account, detailing their license conditions, FUA and platforms used. Connect with potential investors, keep a history of conversations and manage lists of clients and prospects.

LEARN MORE
Research Reports
Research Reports

Access Rainmaker's Wholesale Advantage Report, Financial Adviser Report, Exchange Traded Product Report, Vantage Point Chart Packs and Investment Briefs. The reports will help guide your strategic decisions, including segmentation and competitor analysis.

LEARN MORE
News feeds and alerts
News Alerts

News feeds and alerts are linked to client profiles and can be filtered by  adviser, ratings, research and wholesale categories. News content is provided by Rainmaker Media's mastheads, Financial Standard, FS Advice, FS Sustainability and Industry Moves.

LEARN MORE
CRM management
CRM management

Sales and Marketing Optimiser (SMO) is RainmakerLive's in-built customer relationship management function, connecting to accounts and contacts. Add notes to contact profiles, create segmented contact lists and view your forecasts in the sales pipeline.

LEARN MORE
RainmakerLive analytics
Analytics

Analytics consolidates wholesale FUM data, which is packaged into digestible market share, FUM growth and performance tables across asset classes and time periods. Analytics helps monitor competition, assessing where inflows and outflows are occurring.

LEARN MORE
Performance tables
Performance Tables

Access wholesale managed funds performance by asset class, with risk-adjusted returns assessed in the RMetrics Equities Report. The performance tables allow sales and marketing teams to identify their key strengths, which can then be taken to market.

LEARN MORE
RainmakerLive Wholesale integrations
Managed fund profiles
Product profiles

Access fee, performance, FUM size, market categorisations and more with individual product profiles of managed funds.

Asset allocation
Asset allocations

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

Financial advisers
Financial advisers

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

Software and tools
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.

Find a subscription to suit your needs

Contact our Business Development team to book an obligation-free demonstration or upgrade your RainmakerLive subscription

REQUEST A DEMONSTRATION