FinalytiQ website
Investment researchers and outsourced Paraplanners FinalytiQ has launched a model portfolio service after working with a number of firms in the last few years to design their investment propositions.
The new service, ßetafolio, offers 10 evidence-based portfolios, mapped to the FinaMetrica risk-profiling tool.
The firm's director Abraham Okusanya CFPCM said: "Increasingly when we talk to planners, they tell us they want to maintain a high degree of oversight on their investment proposition but they don't particularly want to do the grunt works of fund research and analysis, portfolio back testing, documentation, rebalancing etc.
"So what we have done is to create a service that delivers, not just the portfolios, but also documentations, research and efficient rebalancing support. Our aim is to work with small firms providing them with an effective way of running clients' money."
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ßetafolio comes with investment philosophy documents, FE Analytics research covering whole of market ETFs, OIECs and investment trusts as well as premium content such as articles, videos, infographics and presentation slides that planners can use in their client meetings and engagement.
