Key features
- Data quality, costs, limits and critical indicators
- Aggregate NAV computation
- Crypted distribution
01
Strong operational platform
Our asset management software allows you to automate cross-asset reporting by connecting all your portfolio data sources in one location. You can perform systematic risk-return analytics to enrich reporting and bring on-demand insight, ensuring your portfolio aligns with your targets. You no longer have to work on multiple platforms or use external providers, such as banks and investment consultants. We aggregate your data helping you to save time while providing a robust technological solution that is flexible, affordable and customisable.
02
Versatile tools
Our tools allow you to extract more value from static reports. You can identify key risk drivers, benchmark your management quality and analyse scenarios to assess your risks and trade-offs. Our customisable control dashboard gives you the flexibility to add any asset class and simplifies your cash-flow forecasting to suit your clients’ unique needs. It also enables you to benchmark against your peers and third party investment professionals so that you can identify your sources of improvement. You will gain an improved workflow, productivity will increase, and you will make more informed decisions.
02
Versatile tools
Our tools allow you to extract more value from static reports. You can identify key risk drivers, benchmark your management quality and analyse scenarios to assess your risks and trade-offs. Our customisable control dashboard gives you the flexibility to add any asset class and simplifies your cash-flow forecasting to suit your clients’ unique needs. It also enables you to benchmark against your peers and third party investment professionals so that you can identify your sources of improvement. You will gain an improved workflow, productivity will increase, and you will make more informed decisions.
03
Network expertise
We understand that family offices can’t internalise all the skills they need. Often, third-party intermediaries are required to manage complex portfolios. Finlight is entirely independent, and our interests align with our clients. We are community-driven with one shared goal: To increase transparency by collectively sharing and improving best practices. Through the Finlight network, you will always be able to find the skills you need among trusted members. You will benefit from accessing top skills via the digital knowledge centre in a confidential, trustworthy and independent way.
