We are transforming financial services.
Our intelligent dashboard and community deliver deeper insight.
We bring independence, transparency and control to asset owners.

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.

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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

  • 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.
  • 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.
  • 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
  • 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.

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
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