Timeline

… the sustainable withdrawal rate app!

  • Evaluate withdrawal strategies from income drawdown portfolios 
  • Stress test various asset allocation models, fees and time periods
  • Help your clients visualise likely outcomes at every stage of retirement!

Access all our research in a single place...

 

Our members have access to the most comprehesive independent research and due-diligence support availaible to financial planners!

 

 

Timeline Poster

…a great way to help clients visualise investment risk and return.

You tell clients about investment risk and return all the time. But what if you showed them?

Welcome to FinalytiQ

 

We are analysts, researchers and consultants.

We help financial planners and providers deliver better client outcomes.

We spread the disinfectant of sunlight on the dark corners of pension and investment world.

 

We are a vibrant, insanely brilliant research consultancy working with financial planners, asset managers and wrap platforms to improve client outcomes.

Investment Propositions

We work with financial planning firms to create robust investment propositions. We currently influence well over £750M  of  client assets through our research  and due-diligence work for advisers.

Learn More

Rating & Benchmarking

We benchmark platforms, asset managers, DFMs and SIPP providers based on a range of metrics including our famous Financial Stability Rating™  designed to support adviser selection process and inform provider’s business planning.

Learn More

Consultancy

Through our market insight and analysis, we help them identify their distinct strengths (and weaknesses) and build propositions that are fit for purpose.

Learn More

Clients: Those who have tasted a little bit of our AWESOMENESS!

I’ve always enjoyed Abraham’s work – not many people manage to cut to the chase in such fine style. Although some may be uncomfortable with him turning over stones that they would prefer to remain untouched, his drive to improve future standards should be lauded and applauded rather than feared.
David Ferguson, Nucleus CEO

Latest Posts

The art of delivering negative alpha

The art of delivering negative alpha

One area we looked at in the latest multi-asset fund research is whether multi-asset managers can justify their existence (and high fees), by pointing to the alpha they generate. This is the return they can bring in, over and above the market portfolio. To illustrate...

read more
The Multi-Asset Fund Gravy Train

The Multi-Asset Fund Gravy Train

In the late 1600s, William III introduced the so-called Window Tax, a levy on people living in homes with more than six windows, a crude measure of prosperity at the time. To avoid this tax, some homeowners responded by bricking up all windows except the six! As the...

read more
Spotting the equity market bubble

Spotting the equity market bubble

Everywhere you turn these days, there’s talk of asset class ‘bubbles.’ Apparently, we’ve got a bond bubble. An equity market bubble. A property price bubble. A Bitcoin bubble. Oh, and a passive fund bubble! Hell, we’ve got a bubble of bubbles! It’s not hard to...

read more