End-investor focused
We aggregate and cross-check
information from multiple sources. This
lowers fees and removes intermediary
bias.
Secure
Your data is stored in a FINMA-certified
Swiss datacentre, or locally on your
system.
Created by institutional investors
Frustrated with the the limitations of existing
tools, high consultancy fees and the
burden of operational tasks.
360 ° view of your
assets and risks
We work with family offices, high-net-worth individuals and pension funds to deliver their ideal investment management dashboard. With our decades of family offices and pension fund experience, we understand there’s no one-size-fits-all approach. So we combine consultancy with our proprietary dashboard technology to create tools fit for tomorrow’s asset management.
All your assets, at a glance
Calculate NAV integrating all financial and non-financial assets in an interactive format with forward-looking analysis.
Increase performance and minimise risk
With peer benchmarking, asset allocation modelling, portfolio auditing and customised risk indicators.
Smart fund manager selection
Select and monitor managers using our due diligence AI bot.
Join the community
Learn from our community of peers, market-leading partners and vetted experts.
Our customers
Private investors & Family offices
deserve
Pension funds & institutional investors
interests of your beneficiaries
Benefits
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01Using 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.
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02Searches 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.
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03Provides strategic benchmarking; automated risk reporting and performance auditing; scenario analysis and stress testing; automated rebalancing alerts replicating CPPI.
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04Our 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.
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01Only Finlight supports you throughout the entire investment process from gathering fund information to forward-looking scenario analysis.
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02Using 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.
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03A streamlined workflow means you’ll spend less time on menial tasks and more time using your investment expertise.
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04Risks are mitigated. We overcome the risks that may be hidden by inadequate tools, incorrect benchmarking and flawed monitoring processes.
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05You’ll have access to vetted experts and a network of family offices who can be called on to supplement your decision-making.
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01Only Finlight supports you throughout the entire investment process from gathering fund information to forward-looking scenario analysis.
-
02Using 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.
-
03We’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.
-
04A streamlined workflow means you’ll spend less time on menial tasks and more time using your investment expertise.
-
05You’ll have access to vetted experts and a network of family offices who can be called on to supplement your decision-making
-
01Only Finlight supports you throughout the entire investment process from gathering fund information to forward-looking scenario analysis.
-
02Using 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.
-
03Risks are mitigated. We overcome the risks that may be hidden by inadequate tools, incorrect benchmarking and flawed monitoring processes.
-
04We’ll help you minimise costs by reducing operational overheads including the need to pay for external consultants.
-
05You’ll have access to vetted experts and a network of family officers who can be called on to supplement your decision-making.
Testimonials
"
It’s important to me that the Finlight team have come from the single family office world.
As such, they have - unlike others - hands-on experience, and understanding, of our daily
investment management challenges.
Their systematic approach to measurement and
simulation of risk has been endorsed by a professor at the University of Louvain, who
validated the competence of the team and their approach.
"
" Finlight extracts and aggregates the relevant information for better risk allocation and improved performance. "
" It allows me to check if my external fund managers are working to the best of their abilities. The pressure is on! "
" This product enables greater customisation for the upcoming generation of principals of single family offices. "
