This website uses cookies to ensure you get the best experience.

Learn more

Your virtual
investment assistant

Let’s get financial services working for the end-investor. Knowledge, data and tools to streamline your workflow and take control of your investments.

Speak to us
End-investor focused
End-investor focused

We aggregate data from multiple sources to remove intermediary and vendor bias.

Flexible
Flexible

Asset owners work in different ways, that’s why our platform is fully customisable.

Created by family officers
Created by family officers

Born from our frustration with the limitations of existing tools and the need to reduce operational tasks.

Meet Alfred

He’s your investment assistant, in digital form. He gathers market intelligence to help you source investments, select fund managers, control risk and preserve capital. He sends you alerts. So Alfred - and you - won’t miss a thing. Leaving you to focus on your core job of using your expertise to make investment decisions.

product owner image

Alfred has three roles, configure them to best suit you.

1.

Data assistant

Displays all your financial databases in one place; manages incoming data from fund and wealth managers; deals with all asset classes.

2.

Fund assistant

Searches funds across all asset classes; automated monitoring and tracking of fund managers; access to our directory of vetted experts to supplement the due diligence process.

3.

Performance & risk assistant

Provides strategic benchmarking; automated risk reporting and performance auditing; scenario analysis and stress testing; automated rebalancing alerts replicating CPPI.

Benefits

  • 01
    Using Finlight ensures robust governance and also brings transparency to your investment portfolio. Not only can you see all investment fees but our independence means you can counter the biases of intermediaries and vendors. We’ll ensure you’re better equipped to hold informed discussions with them.
  • 02
    Searches funds across all asset classes; automated monitoring and tracking of fund managers; access to our directory of vetted experts to supplement the due diligence process.
  • 03
    Provides strategic benchmarking; automated risk reporting and performance auditing; scenario analysis and stress testing; automated rebalancing alerts replicating CPPI.
  • 04
    Our dashboard, which you can configure as you wish, allows a full 360-degree view of all investments. You can check on the latest developments 24/7.
View use case
  • 01
    Only Finlight supports you throughout the entire investment process from gathering fund information to forward-looking scenario analysis.
  • 02
    Using Finlight ensures robust governance and also brings transparency to your investment portfolio. Not only can you easily see all investment fees but our independence means you can counter the biases of intermediaries and vendors. We’ll ensure you’re better equipped to hold informed discussions with them.
  • 03
    A streamlined workflow means you’ll spend less time on menial tasks and more time using your investment expertise.
  • 04
    Risks are mitigated. We overcome the risks that may be hidden by inadequate tools, incorrect benchmarking and flawed monitoring processes.
  • 05
    You’ll have access to vetted experts and a network of family offices who can be called on to supplement your decision-making.
View use case
  • 01
    Only Finlight supports you throughout the entire investment process from gathering fund information to forward-looking scenario analysis.
  • 02
    Using Finlight brings transparency to your investment portfolio. Not only can you easily see all investment fees but our independence means you can counter the biases of intermediaries and vendors. We’ll ensure you’re better equipped to hold informed discussions with them.
  • 03
    We’ll help you minimise costs by reducing operational overheads. Plus we aggregate a number of financial feeds but you’ll only pay one fee which also includes access to the whole financial library.
  • 04
    A streamlined workflow means you’ll spend less time on menial tasks and more time using your investment expertise.
  • 05
    You’ll have access to vetted experts and a network of family offices who can be called on to supplement your decision-making
View use case
  • 01
    Only Finlight supports you throughout the entire investment process from gathering fund information to forward-looking scenario analysis.
  • 02
    Using Finlight brings transparency to your investment portfolio. Not only can you easily see all investment fees but our independence means you can counter the biases of intermediaries and vendors. We’ll ensure you’re better equipped to hold informed discussions with them.
  • 03
    Risks are mitigated. We overcome the risks that may be hidden by inadequate tools, incorrect benchmarking and flawed monitoring processes.
  • 04
    We’ll help you minimise costs by reducing operational overheads including the need to pay for external consultants.
  • 05
    You’ll have access to vetted experts and a network of family officers who can be called on to supplement your decision-making.
View use case

Ask our experts

As an asset owner, family office executive or trustee, you often need information on services that lie outside your area of expertise. Whether this is legal, tax, property or lifestyle management, we have vetted experts on hand to help.

View experts

Monthly newsletter

Bringing analysis and insight into the inbox of family offices and asset owners.

Please provide a valid email address.