@finalytix.com
Wealth Consolidation, Financial Performance Reporting, Advisor Comparison, Holistic View of Global Wealth, Portfolio Aggregator
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About
Description
Founded on the principles of transparency and wealth preservation, Finalytix is a brand dedicated to helping its clients preserve and grow their wealth holistically. Offering a range of products and services, Finalytix provides Ultra-HNWIs, Family Offices, and Independent Financial Advisors (IFAs) with increased transparency, cost savings, and benchmarking of their financial portfolios. With Finalytix, clients have the ability to see their complete financial landscape across all types of institutions and asset classes, including real estate.
The brand's solution enables a comprehensive understanding of risks and opportunities, allowing for informed decision-making. Finalytix also offers unbiased insights, as it operates independently and with a full view of clients' holdings. Through their integrated stack of sophisticated front-to-back office systems, Finalytix empowers clients with financial insights at their fingertips.
In addition to wealth consolidation and financial performance reporting, Finalytix assists with benchmarking products and prices, optimizing holdings, and identifying new investment opportunities. With a commitment to transparency, Finalytix provides efficient pricing, identifies appropriate risk/reward product offerings, and offers insights into financial advisors. By utilizing Finalytix's technology, clients can mitigate risks, realize savings, and optimize their financial portfolios.
Join Finalytix and experience the power of holistic wealth management and performance reporting to preserve and grow your wealth
Company Type
Privately Held
Company Size
2-10
Year Founded
2014
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