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

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.

Pro
Premium
Premier
Membership Subscription Fee*
£99 +VAT/mo Sign Up
£499 +VAT/mo Sign Up
£749 +VAT/mo Sign Up
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
Membership Subscription Fee*
£99 +VAT/mo Sign Up
£499 +VAT/mo Sign Up
£749 +VAT/mo Sign Up

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.