… 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!
…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.
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.
This is excellent – refreshing, honest, real and insightful. Finally a piece of research, which looks at platforms as real businesses, not theoretical IT concepts. Sustainability is the elephant in the room and this shines a light on it in a way which I’ve not seen in a long time.
This guide will save advisers several hundred pounds worth of chargeable time gathering and analysing the data for themselves. It also highlights two key issues which will affect the viability of platforms in the near future: unbundling and re-platforming.
We initially engaged with FinalytiQ to carry out some firm-level research for our Investment Processes along with Platform Due Diligence and two individual client reports. We were so impressed with the quality of the research that we decided to outsource all our research work to them. FinalytiQ are both highly qualified and local, and really interested in getting involved in our business, which is a great asset.
Since the introduction of pension freedoms, providers have talked about ‘innovation’ until they, and we, are all blue in the face. Thankfully, it appears that’s starting to change! Royal London has put its money where its mouth is. It recently launched a new Drawdown...read more
Asset allocation is a key factor when deciding sustainable withdrawal rate in a retirement income portfolio. And one of the most important decisions is what proportion of a retirement income portfolio should be allocated to equities. The received wisdom is that...read more
I had the honour of meeting legendary Bill Bengen of the Safe Withdrawal Rate fame last week. Our meeting took place near his home in Palm Springs, California. Given his accomplishments, he struck me as a very humble and down-to-earth person, a rare virtue in...read more