Empowering investors
We aggregate and cross-check information from multiple sources. This lowers fees and removes intermediary bias.
Flexible
Asset owners work in different ways. That’s why we offer bespoke and fully automated solutions.
Created by institutional investors
We were frustrated with the system, the limitations of existing tools and the burden of operational tasks.
The analytics of the future now
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.
We can help you:
- Calculate NAV integrating all financial and non financial asset in an interactive format with forward-looking analysis.
- With peer benchmarking, asset allocation modelling, portfolio auditing and customised risk indicators.
- Select and monitor managers using our due diligence AI bot.
- Learn from our community of peers, market-leading partners and vetted experts.
Our approach
We remove the vested interest and costs of vendors and investment consultants.
Here’s how we work:
We listen
It’s vital we understand what’s working well for you and what’s on your technology wishlist.
We work together
Your requirements and our expertise create your personalised dashboard design.
We support you
Unlimited and on-demand support from us - and the community - to meet your investment challenges.
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.
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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.
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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.
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05You’ll have access to vetted experts and a network of family officers who can be called on to supplement your decision-making.
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
