Welcome to FinalytiQ
We are analysts, researchers and consultants.
We spread the disinfectant of sunlight on the dark corners of investment and platform world.
We are a vibrant, insanely brilliant research consultancy working with financial planners, asset managers and wrap platforms to improve client outcomes.
Clients: Those who have tasted a little bit of our AWESOMENESS!
I’ve always enjoyed Abraham’s work – not many people manage to cut to the chase in such fine style. Although some may be uncomfortable with him turning over stones that they would prefer to remain untouched, his drive to improve future standards should be lauded and applauded rather than feared.
This is excellent – refreshing, honest, real and insightful. Finally a piece of research, which looks at platforms as real businesses, not theoretical IT concepts. Sustainability is the elephant in the room and this shines a light on it in a way which I’ve not seen in a long time.
This guide will save advisers several hundred pounds worth of chargeable time gathering and analysing the data for themselves. It also highlights two key issues which will affect the viability of platforms in the near future: unbundling and re-platforming.
We initially engaged with FinalytiQ to carry out some firm-level research for our Investment Processes along with Platform Due Diligence and two individual client reports. We were so impressed with the quality of the research that we decided to outsource all our research work to them. FinalytiQ are both highly qualified and local, and really interested in getting involved in our business, which is a great asset.
One clear indictment of asset managers in the FCA interim report is the regulator's verdict on closet indexers. Closet indexers are funds charging active management fees for what amounts to a little more than merely tracking an index. The FCA’s term for this...read more
'You are having a wet dream Abraham. There is no way the FCA wrote this stuff.' Those were my first thoughts as I read the FCA’s interim report on its asset management market study. If a wet dream isn't your thing, don't worry, the report will give you far more...read more
A simple due-diligence question advisers often try to answer is; what are the odds a platform will survive in this intensely competitive market place? As clients face the prospects on prolonged period in retirement, it's crucial that a platform will be around to...read more