Finalytix, Inc.

[vc_row content_placement=”top” css=”.vc_custom_1502921076505{margin-top: -15px !important;}”][vc_column][vc_text_separator title=”Disruptors (Industry), Technology Providers (Wealth Reporting / Personal Finance Managers)”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/3″][vc_single_image image=”11701″ img_size=”full” alignment=”center”][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text]At Finalytix Inc. we leverage our proprietary technology to help our clients preserve and grow their wealth. Finalytix provides HNWIs, Family Offices and In dependent Financial Advisors (IFAs) increased transparency, cost savings and bench marking of their financial portfolios. By identifying asymmetrical information through our proprietary technology, we help our clients preserve and grow your wealth, mitigate risks, realize savings, optimize their holdings, and find better products and new investment opportunities otherwise not easily found. The current value of assets being supervised is $307M and realized $1.1 million in saving for our clients. Headquartered in Silicon Valley, Finalytix is in the FinTech Hubs of Level 39 in Canary Wharf, London, UK and Lattice 80 in Singapore.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Initiative” title_align=”separator_align_left”][vc_tta_tour controls_size=”md” active_section=”1″][vc_tta_section title=”Disruptors (Industry)” tab_id=”1506535221936-af86bdca-7f5a”][vc_cta h2=”” shape=”square”]

Global Consolidated Financial Analysis, Reporting & Decision Support Tool

Finalytix is disrupting the “client – advisor” relationship due to the following:

1. Benchmarking. Across products, fees, asset distribution and re turns. Finalytix allows for an efficient analysis across various components of wealth management and provides a holistic view to advisors. Advisors can immediately ascertain outcomes to provide their clients with the right advice in a timely fashion. Finalytix does this by having a unique data set which includes published data from financial statements but more importantly unpublished data from customized question sets tailored to each specific financial institution.The unique data set is then leveraged to reduce the information asymmetry to provide clear and concise benchmarking to clients. Benchmarking is multi-dimensional and across peer groups. As the data set becomes richer the more precise the benchmarking information.

2. Impacting Client Advisor Relationships. By allowing clients access to Finalytix directly results in increasing transparency in the “client – advisor” relationship. Finalytix keeps both parties in check. Advisors are able to determine whether their advice on a relative basis is resulting in the performance levels required by the client. Clients choosing certain products or banking relationships understand whether their choices are providing them the necessary level of utility they expect.

3. Negotiations and Counter Party Risk. The transparent nature of Finalytix results in reducing counter party risk and hence improve negotiations between client – advisor. The transparent nature of pricing and the corresponding benchmarking allows each of the client – advisor to be fully aware of the market place in their respective peer group of wealth – an efficient negotiated model for the relationship is realized reducing risks to both client – advisor.[/vc_cta][/vc_tta_section][vc_tta_section title=”Technology Providers (Wealth Reporting / Personal Finance Managers)” tab_id=”1506535222000-515c3844-7cd9″][vc_cta h2=””]

Global Consolidated Financial Analysis, Reporting & Decision Support Tool

Finalytix is disrupting the “client – advisor” relationship due to the following:

1.Benchmarking. Across products, fees, asset distribution and returns. Finalytix allows for an efficient analysis across various components of wealth management and provides a holistic view to advisors. Advisors can immediately ascertain outcomes to provide their clients with the right advice in a timely fashion. Finalytix does this by having a unique data set which includes published data from financial statements but more importantly unpublished data from customized question sets tailored to each specific financial institution.The unique data set is then leveraged to reduce the information assymmetry to provide clear and concise benchmarking to clients. Benchmarking is multi-dimensional and across peer groups. As the data set becomes richer the more precise the benchmarking information.

2.Impacting Client Advisor Relationships. By allowing clients access to Finalytix directly results in increasing transparency in the “client – advisor” relationship. Finalytix keeps both parties in check. Advisors are able to determine whether their advice on a relative basis is resulting in the performance levels required by the client. Clients choosing certain products or banking relationships understand whether their choices are providing them the necessary level of utility they expect.

3.Negotiations and Counter Party Risk. The transparent nature of Finalytix results in reducing counter party risk and hence improve negotiations between client – advisor. The transparent nature of pricing and the corresponding benchmarking allows each of the client – advisor to be fully aware of the market place in their respective peer group of wealth – an efficient negotiated model for the relationship is realized reducing risks to both client – advisor.[/vc_cta][/vc_tta_section][/vc_tta_tour][vc_text_separator title=”Category Finalists” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Disruptors (Industry)

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]Technology Providers (Wealth Reporting / Personal Finance Managers)

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Samer Hamwi
Co-Founder & Director[/vc_column_text][vc_raw_html]JTNDYSUyMGNsYXNzJTNEJTIyYnRuJTIwYnRuLWJsb2NrJTIwYnRuLXNtJTIwYnRuLXByaW1hcnklMjIlMjBzdHlsZSUzRCUyMm1hcmdpbi1ib3R0b20lM0ElMjAxNXB4JTNCJTIyJTIwaHJlZiUzRCUyMmh0dHAlM0ElMkYlMkZmaW5hbHl0aXguY29tJTJGJTIyJTIwdGFyZ2V0JTNEJTIyX2JsYW5rJTIyJTNFVmlzaXQlMjBXZWJzaXRlJTNDJTJGYSUzRQ==[/vc_raw_html][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”11707″ img_size=”full” style=”vc_box_shadow_border”][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Browse All Finalists” title_align=”separator_align_left”][vc_tta_tour style=”modern” shape=”square” alignment=”center” active_section=”1″][vc_tta_section title=”A-C” tab_id=”1501529467684-1f0261dd-0bb8″][vc_column_text]

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