Adviser Portal

Market views and managed-fund research, for advisers.

The Brad Matthews Investment Strategies platform for financial advisers — our views on markets, and the facts on the managed funds advisers use in their clients' accounts.

RATED FUNDS

—

ASSET CLASSES

COLLATERAL REFRESH

Monthly

CURRENT AS AT

—

Capabilities

Across the portal

Live

FUND LIST & FACTSHEETS

Approved fund list

The rated managed-fund list, with current factsheets, PDS and TMD for every fund, refreshed monthly.

View funds → Demo

PORTFOLIO LOOK-THROUGH

Portfolio look-through

A model portfolio's underlying fund holdings, asset-class exposure and expected income, down to the individual securities.

View look-through → Demo

DIRECT-SHARE RESEARCH

Direct-share research

Model share portfolios, single-stock research notes and sector views for direct Australian and global share holdings.

View research → Demo

PLATFORM & INTEGRATIONS

Platform & integrations

Integration with Xplan and CRM systems, the system architecture, and the user-experience and support framework.

View platform →

Recent updates

Client collateral & positioning

Recent activity—

—Monthly factsheets refreshed across the approved fund list · performance & positioning currentUpdated

Jun 2026Model portfolio positioning note · Accumulator & Income models rebalancedUpdated

Jun 2026Direct-share research · Q2 sector views and revised price targets publishedUpdated

May 2026Two funds added to the approved list · factsheets, PDS and TMD loadedNew

The fund list and factsheets are live; the activity items above are illustrative of the cadence of collateral updates advisers receive.

Brad Matthews Investment Strategies (BMIS) provides general financial product advice and research to financial advisers and their licensees. BMIS does not provide personal advice to retail clients and does not arrange or execute transactions; the adviser remains responsible for the suitability of any advice given to their clients. This portal is for the use of financial advisers only and is not for distribution to retail investors. Screens marked “Demo” are illustrative demonstrations using sample data and are not connected to live systems. Past performance is not a reliable indicator of future performance. © 2026 Brad Matthews Investment Strategies.

BMIS