Complex asset consolidation sorted

If you are frustrated with retrieving, formatting and populating investment data across multiple software manually to create client reports, perform controls or gain insights, welcome to Finlight. We solve this for you so that you can operate at scale across all assets to satisfy your stakeholders’ needs.

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Who Do We Serve

Institutional allocators, family offices, banks, OCIOs… manage increasingly complex asset allocations. These require flexible operations to meet their obligations, achieve their purpose and grow their business effectively. Without robust data consolidation processes, these are impossible to achieve. Thus, we enable them and walk you further by unlocking advanced insights such as fund look-through and peers-benchmarking.

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Investment consultants

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Family offices

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Asset managers

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Wealth managers

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Private banks

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Fund and trust administrators

Do you want accurate data insights to execute the best possible investment strategy for your clients?

Download our simple checklist to find out how AI and NLP technologies empower you with enriched data insights based on more accurate, real-time data.

What our users say:

Finlight reads and understands investment reports from:

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Our Workflow

Our seamless workflow streamlines the inefficient, manual-intensive data process from one secure location. Our technology retrieves, organises and consolidates all content for you on our centralised platform. Our technology does what you need to do without changing your life. Simply log in and everything will be sorted. From there, you can produce any analysis and report you need into any format you want and share them directly with your stakeholders via our highly secure communication channel.

1. Receive

receive

2. Stored

extract

3. Harmonise

harmonise

4. Consolidated

upload

5. Enhance

enhance

6. Sent

send

Key Features

We provide a wide range of features to help you manage all assets and liabilities from one location.

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Data management
Data management

Consolidated overview

  • All assets and portfolios on one lens
  • Live performance and risks
  • Customisable watchlist
  • Enjoy 24/7 accessibility

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Data management:

  • All your consolidated reporting data (custodian statements, GP reporting etc.) locally and safely stored on your dedicated, encrypted space on our FINMA-compliant private cloud
  • All the content is analysed, structured and aggregated in a position and trade blotter per investment, portfolio, strategy and client
  • Easy to export into existing software and workflows without manual key-in
  • No more manual report filing

Data extraction

Data management:

  • All your consolidated reporting data (custodian statements, GP reporting etc.) locally and safely stored on your dedicated, encrypted space on our FINMA-compliant private cloud
  • All the content is analysed, structured and aggregated in a position and trade blotter per investment, portfolio, strategy and client
  • Easy to export into existing software and workflows without manual key-in
  • No more manual report filing

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Privqte equity
Privqte equity

Private equity:

  • Your commitments to different private equity funds with varying records of capital all in one single dashboard
  • Review and manage all your financial commitments in a much simpler, more accessible way
  • Update NAV

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Client reporting:

  • Automatically consolidate all assets into a 360-degree overview dashboard
  • includes performance attribution, risk decomposition, portfolio impact and return drivers
  • Perform reporting automatically, helping you to save time and money, with savings reinvested in investment research

Client reporting

Client reporting:

  • Automatically consolidate all assets into a 360-degree overview dashboard
  • includes performance attribution, risk decomposition, portfolio impact and return drivers
  • Perform reporting automatically, helping you to save time and money, with savings reinvested in investment research

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Peers benchmarking:
Peers benchmarking:

Peers benchmarking:

  • Understand how your aggregate portfolio performance compares against your community of peers, adjusted to your risk level
  • You can learn from each other, assess where you can add value and monitor the investments your community favours
  • Our integration with partners such as IBO further enables you to benchmark your providers against one another

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Scenario and stress analysis:

  • Quantify the impact of your choices to support your next-step decisions
  • Better risk management
  • Enhance portfolio construction

Scenario and stress analysis

Scenario and stress analysis:

  • Quantify the impact of your choices to support your next-step decisions
  • Better risk management
  • Enhance portfolio construction

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Finlight reads and understands investment reports from:

Start your free trial

Finlight reads and understands investment reports from:

Our partners

Bloomberg
Arkhineo
Links Analytics
W Performance Watcher

Asset consolidation processes are always systematically better with Finlight.

Ready to Finlight?

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