The Adviser Portal is located under Investment Solutions > Managed Accounts > Adviser Portal
1. Download a range of reports and supporting documents for the Lonsec Managed Accounts, including:
- Monthly performance reports;
- Change reports;
- SOA inserts;
- the one page product profiles for the underlying funds as a single file; and
- Structure reviews and supporting resources
2. Access historic performance and change reports by selecting a new date from the side panel
3. Access Supporting material applicable across all Managed Accounts via the Supporting Materials tab, including:
- Portfolio Structure Reviews;
- Research processes; and
- White papers
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