Focus on your core talents
We understand. There’s the data from a myriad of providers, consultants, private banks and brokers plus the many portfolio tools. Nothing integrates with each other. All are provided by commercial providers with - of course - a vested interest. Our AI platform brings these disparate sources into one software application that enables family offices to manage information, research investments, control risks and provide reporting all in one place. Saving time and money. Delivering market transparency, data integrity and peace of mind.
Solving key challenges
As family officers ourselves, we felt the burden of operational tasks distracting us from our core role. So we decided to use industry know how and technology to build Finlight to address family offices’ issues.
He’s your friendly research analyst, in digital form. Powered by AI, he gathers information to perform due diligence. Ask him about your portfolio and asset allocation, he’s on it. He scans the market, sending you alerts. Alfred - and you - won’t miss a thing. Leaving you to focus on your core job of using your investment expertise to make decisions. So the family officer’s virtual research analyst is also the family officer’s best friend.