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 seem to have the best of both worlds when it comes to qualifications and personal service; my experience is that the majority of “Chartered” Paraplanner firms tend to be the larger “remote” services and the firms local to us may be able to offer a more personal service but they tended to be Diploma qualified at best. 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!
As outsourced paraplanners, 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.
I find FinalytiQ paraplanners to be very efficient, and their research and corresponding client reports are comprehensive and accurate with all the relevant soft facts relating to the clients. I would have no hesitation in recommending your services to other financial advisers.
Paul Twyford, Chartered Financial Planner
Director, PT Financial Management
In The Media
Why Choose FinalytiQ?
Working with us means you can focus on things that matter to your bottomline; spending more time with clients and introducers.
Working with an outsourced paraplanner means there are no employment costs, no recruitment or retention concerns and you only pay for what you use.
Our highly qualified paraplanners on your team work based on your own process to deliver research and reports that are made-to-measure.