FinalytiQ is a vibrant, insanely brilliant research consultancy working with financial planners, asset managers and platform providers. We support advisory firms with high-quality research and due-diligence that helps advisers to create robust investment propositions and deliver superior client outcomes in a compelling and compliant way.
We benchmark platforms, asset managers, DFMs and SIPP providers based on a range of metrics including our famous Financial Stability Rating™, designed to support adviser selection process and inform provider’s business planning. Through our research, market analysis, benchmarking and thought-leadership, we help platforms and asset managers deliver better client outcomes and build propositions that are fit for purpose.
We spend a great deal of our time spreading the sunlight on the darkest corners of the investment world. We happen to think that we can all do a whole lot more to improve client outcomes.
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Industry
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Financial Services
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Company size
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2-10 employees
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Headquarters
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Basildon, Essex
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Type
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Privately Held
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Specialties
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Robust Investment Propositions , Portfolio Design, Asset Allocation & Fund Selection, Portfolio Review & Risk Mapping, Research & Benchmarking, Retirement Income, Product/Provider Benchmarking, Market Analysis, and Consulting
