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.”
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NOTES TO EDITORS
For media enquiries, journalists should contact:
Omar Rana
finalytix.com
Phone (415) 910-1002
Email: omar@finalytix.com
- 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.
- 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.