Finlight helps sophisticated investors cut their complex portfolios consolidation and reporting time by 90%
Download our two-pager to see how our portfolio consolidation software enables you to derive actionable insights from data so that you can make the right investment decisions for your clients more rapidly.
At Finlight, we help sophisticated investors extract, consolidate and store all asset reporting data securely in our Finlight space, providing timely and accurate data insights.
(*) Statements, reporting and notifications
"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."
M.Robert Barge / Principal CEO, Belgium
"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."
M.Robert Barge / Principal CEO, Belgium
"It allows me to check if my external fund managers are working to the best of their abilities. The pressure is on!"
HNWI, Belgium
"Finlight extracts and aggregates the relevant information for better risk allocation and improved performance."
SFO, Switzerland
"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."
M.Robert Barge / Principal CEO, Belgium
"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."
M.Robert Barge / Principal CEO, Belgium
"It allows me to check if my external fund managers are working to the best of their abilities. The pressure is on!"
HNWI, Belgium
"Finlight extracts and aggregates the relevant information for better risk allocation and improved performance."
SFO, Switzerland
Our seamless workflow takes you through the entire journey from receiving documents, extracting information to sending them back to key stakeholders, from one secure location.
1. Receive
2. Stored
3. Harmonise
4. Consolidated
5. Enhance
6. Sent
Confidentiality and technological risks posed by current banking feeds and Excel
Proven and tested technology automating timely position and trade updates across all assets, custodians and managers
Complex data flow
Centralised place for all investment documents
Cybersecurity challenges
Highly secure private cloud meeting GDPR and Swiss regulator’s requirements
Limited reporting insights
Automated integration with peers benchmarking and relevant analytical tools
Resources consuming
Automated positions and trade consolidation with all key risk-return analytics
Confidentiality and technological risks posed by current banking feeds and Excel
Proven and tested technology automating timely position and trade updates across all assets, custodians and managers
Complex data flow
Centralised place for all investment documents
Cybersecurity challenges
Highly secure private cloud meeting GDPR and Swiss regulator’s requirements
Limited reporting insights
Automated integration with peers benchmarking and relevant analytical tools
Resources consuming
Automated positions and trade consolidation with all key risk-return analytics
Read the latest blog posts for recent company updates, market trends and industry insights within the institutional investment world.
At Finlight, we make portfolio reporting data more manageable, easier to integrate and secure through our seamless data workflow. Learn more about how we bring your financial capabilities to the next-level.
