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Welcome to finalytix
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finalytix Mission
“To Help You Preserve and Grow Your
Wealth - Holistically” -
Transparency
Our responsibility is to our clients - we are independent and our success comes only from your success.
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Wealth Growth
We help our clients grow their wealth through
sound, informed, and conflict-free wealth and
performance reporting -
See the big picture
finalytix solution allows you to see your
complete position across all types of
institutions and asset classes,
including real-estate. -
WealthPreservation
finalytix solution allows a much more complete understanding of risks and opportunities
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Relationships
We are in the same trench as our clients - we value
our long-term commitment to you! -
One Statement For
All Your Wealth -
No Conflict of Interest
Being independent with a full view of your holdings, we provide completely unbiased insights
2,108
$millionASSETS UNDER OBSERVATION
76
$million
AVERAGE CLIENT HOLDINGS
1.9
$million
POTENTIAL PORTFOLIO SAVINGS
Why finalytix?
finalytix provides Ultra-HNWIs, Family Offices and Independent Financial Advisors (IFAs) increased transparency, cost savings and benchmarking of their financial portfolios.
finalytix gives you your whole financial landscape in the palm of your hand — financial insights at your fingertips.
By identifying asymmetrical information through our proprietary technology, we help you preserve and grow your wealth, mitigate risks, realize savings, optimize your holdings, and find better products and new investment opportunities otherwise not easily found.
finalytix Integrated Stack of Sophisticated Front to Back Office Systems
Portfolio Management Layer
- Multi-currency
- Multi-portfolios per client
- 18 asset classes supported: Alternatives, Art & Collectibles, Cash, Commodities, Cryptocurrency, Derivatives, Equities, Fixed Deposits, Fixed Income, Forex, Hedge Funds, Insurance, Leveraged, Mutual Funds, Private Equity, Own Business, Structured Notes, and Real Estate
- Hierarchical user roles
Market Data Integrator
- Open API based market data integration
- EOD pricing
- Corporate Actions
Reporting Engine
- Portfolio Appraisal/Valuation
- Online Reporting for transactions, realized gains, holdings, performance by institution and security, cash & fixed deposits, fees, monthly consolidated report
Workflow Layer
- Maker/Checker for sensitive transactional processes
- New client onboarding
- Defining new securities and connecting to market data feed
- Requests by client and RM tracked
- Ability to be extended to branching transactional workflows as needed
Push Notification Layer
- SMTP email push of password resets and consolidated monthly statements
- Extendable to cell phone SMS text message for extra layer of authentication or transactional notifications to appropriate clients and RMs.
Document Management Layer
- Securely encrypted to contain all reports generated by the system (consolidated statements) or the client
- Integrated with the Push Notification engine for any documents sent to the client
- Can be integrated for onboarding documents as needed
CRM Layer
- Client and their representative information anonymized as requested
- All Client interactions logged
- Integrated with Workflow engine for client onboarding and any necessary KYC

Testimonials
Blog & Press
February 1, 2021Finalytix Cover Story article in Capital Markets CIO Outlook
December 11, 2018Finalytix at the 4th Annual Symposium on Islamic FinanceOrganized by the World Bank, INCEIF and IRTI on Islamic Finance, Inclusion and Poverty Alleviation, Kuala Lumpur, Malaysia
February 21, 2018Finalytix speaks at the Euromoney GCC Financial Forum in Bahrain
December 7, 2017Panel discussion at FinTech Security Summit in Abu Dhabi
December 4, 2017Finalytix Shortlisted for the Family Wealth Report Awards 2018
Engage with us – we are always eager to demonstrate how we can add value to you.