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.
It's here! Today, we published the 2016 edition of the Advised Platform Report! It's the most comprehensive analysis of advised platforms you’ve ever read. It's pack extensive data and critical analysis on the financial performance of 26 advised platforms who...read more
Here's another myth bursting video! This time, on platform pricing. We often hear people suggest that platforms that make a profit, do so by charging more. So in this video, I examined the relationship between cost of assets on platforms and the profitability of...read more
Imagine my surprise a few days ago when I read that advised platform sector made a profit in 2015! This is news to me. And I have been researching the financial performance of platforms for some time now, before it became fashionable to do so. So what the does our...read more