Finalatix is Inteliment’s unique solution for Financial Services companies to manage Investment, Fund and Wealth Management portfolios and client relationships


Fund, Wealth, Asset & Investment Managers have a challenge to manage increasing client expectations, diverse data sources and efficiency in service delivery. Manual processes for data collection, validation, reconciliation, reporting & commentaries surfaces further inefficiencies. These factors create risk and cost inefficiency for the business.


Inteliment’s Finalitix is a Platform that enables automation of Client Reporting of investment performance & Analytics for Clients, Marketing, as well as Internal Reporting such as Management Insights and Compliance Reporting. Its out-of-box functionality reduces time and cost to integrate and implement.


Designed to empower business people, Finalitix is available in both cloud hosted or on premise variations. Considering the data security and compliance aspects, the solution offers features to track, audit, reconcile and deliver timely data and as well as a rich commentary management for market, regulatory & client reports

Deliver an exceptional Customer Experience, Generate Performance and Value!

Enrich Client Engagement

Reach clients and stakeholders with the content & insights they need.

Eliminate Risk

Reduce the compliance costs while mitigating market and operational risks.

Optimize Operations

Improve the efficiency and effectiveness of your service delivery operations.

Accelerate Business Growth

Leverage on power of data to target new growth opportunities.

Strengthen client relationships and grow your business with Inteliment’s Finalitix Solution for your front middle  and back-office operations.

Data Management

Configure, Acquire, Integrate and data Loads.
Data Validations, Profiling, Comparison & Reconciliation Error Handling, Fixing, Reload Enrichment and Modifications to Master data
Integrated Data Store catering to 45+ entities used for reporting
Snapshot data for point in time reporting

Team Collaboration

Flexible deployment, modular design
Personalized workspaces
Flexibility to create new pages and sites
Identify, assign tasks
Crate custom workflows
Manage other content like logos, branding, pictures, documents
Workflows to Sign off and Ready data for Reporting

Analytics & Data Science

State of the art reporting, templating, intuitive interface
Charting, Branding, Prebuilt reusable components
Out of the box reports for internal use
Commentary Management
Reporting & Commentary workflows
Flexible ad-hoc query and analysis of data
Easy to develop new reports

Advantage Finalitix

Leverage on your Data Assets

Unlike most reporting solutions that focus on reporting alone, our solution offers an integrated data store, along with ability to source data from multiple sources. This ensures that all reporting and downstream flow of information is consistent and transparent.

External Reporting and Internal Business Intelligence

With our comprehensive Investment Management Data Mart, pre-built Analytics, Reporting and Portal modules, you can achieve both internal and external reporting.  This further enable you concentrate on the core business.

Inteliment’s Differentiator

Our deep domain knowledge, strong expertise in analytics technology, proven track record and well established eco-system. Our solution compliments and helps address gaps in various industry solutions. It can be interfaced with other systems as well as customized to your specific needs.

Our Craft



Powerful Administration


Self service cloud based portal


Visual & Predictive Analytics


  • "This project on the telecom networks was very demanding on data complexity, scale and speed. We had to handle millions of user’s data in real time. Interestingly every time we faced a challenge, Inteliment team was well prepared and aligned with teams with options for addressing an issue. We worked together as a team to deliver the best possible solution." -  Sr. Manager Strategy & Innovation, Asia’s Largest Telecom Company

  • "Inteliment has delivered to us customer profitability models, helping us increase margins and share of business with strategic enterprises. Inteliment’s strong analytics capabilities and excellent understanding of our business, helped deliver solutions that solve real business problems effectively." - VP Consumer Marketing, A leading Global Bank

  • "Inteliment was an excellent business productivity partner. While our team was brainstorming some futuristic solutions ideas, they helped us build a workable prototype, that helped us build a viable business case and obtain subsequent approvals. Both teams worked together to successfully deliver the promised value of a project within budgets." - Program Director, Fortune 100 Technology Company, Global Leader in Automotive

  • "I was impressed with their desire and commitment to deliver a solution providing value and insight. I also appreciated their ability to educate and share knowledge with our team, allowing us to increase adoption and operationalize the project deliverable beyond the engagement." - VP Technology Transformation, One of the top 5 Life Insurance Companies of India

  • "Inteliment team exceeded our expectations in delivering the solution that was defined as a top priority for our business head. They gained a very thorough understanding of our business in a very short amount of time and were flexible to adopt the changes arising due to internal as well as external challenges faced during the project phases." - BU Head, India’s No 1 Engineering Company

  • "Inteliment’s SMEs did an outstanding job in helping us define the solution architecture for an evolving bigdata landscape considering the unique needs of the industry and advancements in many applications including streaming channels. Their professional approach in managing delivery matched our expectations on speed and quality." - Head of Business Transformation Program, A leading Media Company."

Our Thinking

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