Asset management software dedicated to family offices

We are an end-to-end, peer-driven and highly secure software for family offices, offering advanced asset aggregation, reporting and 360 degrees of data-driven portfolio insights. Our artificial intelligence-powered technology makes complex data processes such as advanced multi-asset reporting and risk management, more flexible, secure and cost-effective.

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Our key pillars

Our mission is to help family offices mitigate uncertainty by providing them with the digital tools they need to monitor all assets, produce advanced reporting, control risks and make better investment decisions. We bring together a unique and versatile set of tools to meet your requirements. Let us take care of your operational hurdles so that you can focus on high-level, strategic goals.

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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.

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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.

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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.

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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.

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The features

We use proprietary NLP technology to ensure that all portfolios and asset values are up to date without manual intervention or dependency on banks APIs. Some of the key features:

Automated asset consolidation and reporting

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Automated portfolio management

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Automated peers benchmarking

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