At FinalytiQ

 

 Our mission has always been to help advisers to deliver superior client outcomes in a compliant and compelling way.

Our member firms get instant access to all our high-quality research reports and data, specifically designed to support adviser due diligence and selection process. This includes extensive critical analysis, benchmarking and insight on retirement income, investment propositions, providers’ financial stability and key trends in the marketplace.

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Become a Member

Our members have access to the most comprehensive research and due diligence support available to financial planners!

Starter

£499/mo + VAT
  • The Great Guide to Risk Rated Multi-Asset Funds (Updated quarterly, valued at £999pa)
  • Advised Platform Report (Updated annually, valued at £299pa)
  • SIPP Financial Stability Report (Updated annually, valued at £299pa)
  • Economics of Direct Platforms & Robo-Advice Report (Updated annually, valued at £299pa)
  • Timeline app … the sustainable withdrawal rate app (valued at £599pa
  • Timeline Poster… help clients visualize risk and return (valued at £69)
  • Betafolio …evidence-based model portfolios and client-ready content
  • Investment Process Documents
  • Annual platform due-diligence
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Signup Now

Standard

£749/mo + VAT
  • The Great Guide to Risk Rated Multi-Asset Funds (Updated quarterly, valued at £999pa)
  • Advised Platform Report (Updated annually, valued at £299pa)
  • SIPP Financial Stability Report (Updated annually, valued at £299pa)
  • Economics of Direct Platforms & Robo-Advice Report (Updated annually, valued at £299pa)
  • Timeline app … the sustainable withdrawal rate app (valued at £599pa
  • Timeline Poster… help clients visualize risk and return (valued at £69)
  • Betafolio …evidence-based model portfolios and client-ready content
  • Investment Process Documents
  • Annual platform due-diligence
  • Insourced CIP …bespoke research and due diligence for your an in-house centralized investment proposition
  •  
Signup Now

Note

Minimum of 12 months’ subscription required. If you are not totally blown away by this resource, we’ll give you a full refund within 15 days. No questions asked. This service is designed for small adviser firms with less than 10 Registered Individuals.  If you are a large advisory firm with 10 RIs or more, a providers or an asset managers, please get in touch.