605

$million

ASSETS 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
  • 10 asset classes supported: Alternatives, Cash, Commodities, Fixed Deposits, Fixed Income, Forex, Equities, Insurance, Mutual Funds, 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

Blog & Press

Engage with us – we are always eager to demonstrate how we can add value to you.