What Our Clients Say
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 detail and quality of the research that we have recently decided to outsource all our paraplanning to FinalytiQ which will involve a much closer working relationship.
FinalytiQ are both highly qualified and local, and really interested in getting involved in our business which will be a great asset as I aspire to reach Chartered Financial Planner status for our firm. Keep up the good work!
FinalytiQ has become an integral part of our team. The quality of their work, professionalism and attention to detail has consistently met our high demands and enable us to focus on serving clients.
Above and beyond a standard paraplanning role, Abraham adds value to our business in other ways by constantly working with us to improve the quality of our processes.
In our view, FinalytiQ is an invaluable outsourcing partner and we highly recommend them.