FINALYTIX RECOGNIZED FOR OUTSTANDING INITIATIVES IN BOTH “INDUSTRY DISRUPTORS” AND “INNOVATION NEW APPLICATIONS/TECHNOLOGY PROVIDERS” CATEGORIES

Judges recognize 166 organizations for their outstanding support of financial advisor success from among more than 650 nominations

Winners to be announced during awards ceremony at the Ziegfeld Ballroom in New York City on September 12, 2019

REDWOOD CITY, CA (June 1, 2019) — WealthManagement.com, the leading resource for wealth advisors and planners, has announced the finalists for its 2019 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. View list of finalists.

Finalytix, Inc., a silicon valley financial analytics start-up, has been named a finalist in two WealthManagement.com 2019 Industry Awards categories: Industry Disruptors; and Innovation New Application/Technology Providers.

By recognizing outstanding achievement in the industry, the WealthManagement.com Industry Awards inspire innovation and leadership among industry participants, creating an environment that enables the industry to better support advisors in their roles as leaders to their clients and communities.

Commenting on the firm’s accomplishment, Mr Omar Rana, Director & Co-Founder, Finalytix said: “We are delighted to have been named a finalist for these prestigious awards.  It is a great honor to be included in the company of today’s leading financial technology providers, and is a testament to the hard work that our team has put in towards the goal of providing a true independent global perspective to our clients.”

“The WealthManagement.com Industry Awards program recognizes firms that are bringing new innovations to market that make a real difference to the daily activities of financial advisors,” said David Armstrong, WealthManagement.com editor-in-chief. “As the landscape for advisors continues to evolve and expand, every area of wealth management is being disrupted by technology. This year we included several new fintech categories that are playing a bigger role in how advisors work with clients and protect their information. The executives making the decisions on investing their firm’s resources in developing new initiatives—as well as communicating their benefits—deserve acknowledgement in their efforts, too, so we expanded our individual executive award categories in 2019 to include CMO of the Year and CTO of the Year.”

A panel of independent judges made up of top names in the industry will determine the  WealthManagement.com 2019 Industry Award winners, who will be announced at a black-tie gala event on September 12, 2019 at the Ziegfeld Ballroom in New York City.

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About Finalytix
Finalytix is disrupting the wealth management industry by providing data analytics to grow it clients’ global wealth, mitigate risks, realize savings, optimize holdings and identify superior products and new investment opportunities. Finalytix solution offers transparency to clients at an unprecedented level and mitigates the inherent information asymmetries that exist in the traditional banking–client relationship.

CONTACT:
Omar Rana
finalytix.com
Phone: (415) 910-1002
Email: omar@finalytix.com

About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site.

About Informa 
Informa PLC is a leading, international business to business information services Group, operating in over 30 countries. We create transaction-led exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Our products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100.

CONTACT:
William O’Conor, Managing Director
WealthManagement.com
Phone: (212) 204-4270
Email: william.oconor@informa.com

NEWS RELEASE                                                                                                  7 November 2018

FINALYTIX CROWNED BEST CLIENT ACCOUNTING AT THE WEALTHBRIEFING GCC REGION AWARDS 2018

Finalytix, Inc, one of the foremost consolidated wealth client reporting and decision support systems was last night crowned Best Client Accounting solution at the WealthBriefing GCC Region Awards 2018, which was held at the prestigious Palace Downtown.  One of X firms to be shortlisted in this category, the triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in this space.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2018’.

‘Clear and concise accounting reporting’ is how one judge described this firm’s offering. It was also commended for its easy-to-follow story dashboard and for improving the efficiency with which they manage their relationship with financial institutions.

Commenting on the firm’s triumph, Sriniwas Nandiraju, Co-Founder & Director, Finalytix said: “We are delighted to have been voted the winner of this prestigious award by so many of the industry’s great and good.  It is a great honour to be recognised in these inaugural awards, and testament to the hard work that the team have put in over the last 12 months.  Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as the best investment decision support system in the consolidated wealth reporting space.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners.  He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations.  These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.  I am optimistic that these annual awards will become one of the brightest highlights in the wealth management calendar.”

– ENDS –

FINALYTIX CROWNED BEST CLIENT ACCOUNTING AT WEALTHBRIEFING GCC REGION AWARDS 2018…/2

NOTES TO EDITORS

For media enquiries, journalists should contact:

Omar Rana

finalytix.com

Phone (415) 910-1002

Email: omar@finalytix.com

1. About FINALYTIX, INC. (finalytix)

Finalytix is disrupting the wealth management industry by providing data analytics to grow its clients’ global wealth, mitigate risks, realize savings, optimize holdings and identify superior products and new investment opportunities. Finalytix solution offers transparency to clients at an unprecedented level and mitigates the inherent information asymmetries that exist in the traditional banking–client relationship.

2. About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by CEO, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in London, Singapore, Switzerland, US, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted adviser communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2018’.

Finalytix has been nominated for the Wealth Briefing GCC Region Awards 2018 in six different categories:

• INNOVATIVE FINTECH SOLUTION
• INNOVATIVE CLIENT SOLUTION
• PORTFOLIO MANAGEMENT
• CLIENT REPORTING
• CLIENT COMMUNICATIONS
• CLIENT ACCOUNTING

Commenting on the firm’s shortlisting, Mr Sriniwas Nandiraju, Co-Founder & Director, Finalytix said: “We are delighted to have been shortlisted for these prestigious awards.  It is a great honor to be recognized in the shortlist and this is testament to the hard work that the team have put in over the last 12 months.

ClearView Financial Media’s Chief Executive, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to the shortlisted firms.  He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations.  These awards are judged on the basis of entrants’ responses to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.

Winners will be announced at a gala awards dinner which will be held at Palace Downtown on 7 November 2018 from 7.00 pm.

For more information visit WealthBriefing GCC Region Awards 2018.

The editors of WealthManagement.com published the 2018 Midyear Review and Outlook magazine distributed to subscribers, containing content from leading companies in the financial industry including finalytix.

Omar Rana, finalytix co-founder and director, wrote about Information Asymmetry in Wealth Management — the Moral Hazard Risk.

OUTLOOK ISSUE CONTENT FOCUS

• Forward-looking market trends, insightful economic forecasts
• Educational and thought leadership in nature
• Targeted to financial advisors with freshest content from across the spectrum

Please read the complete issue here, or download the Information Asymmetry Moral Hazard Risk article here.