Portfolio Appraisal/Valuation Online Reporting for transactions, realized gains, holdings, performance by institution and security, cash & fixed deposits, fees, monthly consolidated report

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

Client and their representative information anonymized as requested All Client interactions logged Integrated with Workflow engine for client onboarding and any necessary KYC

Ultra – finalytix

Welcome to
Ultra @ finalytix

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.

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.

Wealth Preservation

finalytix solution allows a much more complete understanding of risks and opportunities

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

2.1

$billion

ASSETS UNDER OBSERVATION

$million

AVERAGE CLIENT HOLDINGS

1.9

$million

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

“Finalytix clearly exposes our bank’s fees and gives clients control of the conversation. I have been a Private Banker for over 20 years and never was a client so empowered and able to easily compare our bank’s fees and performance to other relationships they have.”

- Ultra-HNWI Client, Oil & Gas Sector

Blog & Press

February 1, 2021Finalytix Among Top 10 Portfolio Analytics Solution Companies – 2020

February 1, 2021Finalytix Cover Story article in Capital Markets CIO Outlook

June 1, 2019Finalytix Named Finalist in Two WealthManagement.com 2019 Industry Awards Categories

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