Professional services for investment advisers

Our clients have one thing in common: they are entrepreneurs.

The entrepreneur is “a person who organizes and manages any enterprise, especially a business, usually with considerable initiative and risk.”  [R]ather than working as an employee, [an entrepreneur] runs a small business and assumes all the risk and reward of a given business venture, idea, or good or service offered for sale. The entrepreneur is commonly seen as a business leader and innovator of new ideas and business processes.

Source: Wikipedia

Value Segmentation

All of your clients deserve top quality products and services. In this challenging environment, that goal can only be achieved by being organized.

Portfolio Construction

Picking 5-star products is relatively easy. It is far more difficult to distinguish true alpha generators from alpha pretenders or to select the best portfolio diversifiers. You can benefit from the same expertise and tools that allowed us to launch several successful portfolio solutions for mutual fund companies. More importantly, your portfolios will be custom-built according to your specifications and objectives.

Investment Review

What is the alpha of the Investment Advisor? Our investment advice will show your value to your customers. Believing is seeing: Reassuring investors in comparing the results and goals so they can ``stay the course``. We follow your portfolios, their benchmarks and components so that you make better decisions faster. In addition, while we take care of these tasks, you will spend more time doing was really adds value for your clients.

About the founder

Holding both a bachelor’s degree in operations management (B.B.A.) and a master degree in Finance (M.Sc.) maybe it is not coincidence that I always wanted to improve IA’s productivity. That’s what I did for 25 years working for 3 major broker/dealers, 2 fund companies and a bank. By developing software (financial planning, front office, asset allocation, investment policy), financial products (e.g. funds of funds) or portfolio analysis service, I almost covered the entire IA’s investment process.  One important part was still missing though.  So now Finalytix wants to help you with the final step of your investment process: the investment review.  In this crucial step, we show your value added as manager of managers. We keep your clients on board by showing them that they’re still right on their targets.  Tracking your portfolios and their components, we allow you to make better decisions faster in rebalancing their portfolios. Most importantly, we make you feel good about what you’ve accomplished for your clients who are closer to their goals because of you.

– Jean Maltais


Years of Experience


Portfolios built, analyzed, monitored


Investment Advisors


Broker/ Dealers

Clients stories

Different objectives, same issue: time management. Some prefer to spend more time doing what they like to do while others decide to undertake a new challenge but they all realized that time is a limited resource. So they organize their practice, maximize the time spent on what they identified as value added and delegate all the other tasks internally or externally.


Clients Broker/Dealers

Our clients come from well-known broker/dealers.