What Our Clients Say
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.