Making institutional money management more effective by cutting data consolidation times by 90%

We are an end-to-end, highly secure portfolio management software that streamlines complex data processes for family offices and institutional investors to store, extract and consolidate all asset data.

Request a demo

Why Finlight

With Finlight, your data is accurate, secure and consistent. To ensure this, we keep your asset and portfolio data safe and easily accessible on our private, non-hackable cloud in Switzerland. Unlike existing tools, our portfolio management software eliminates the costly setup of complex data processes.

You upload all your reports, and our technology takes care of the rest. We extract the information from different reports, consolidate it, and present you with a 360-degree view per portfolio and principal level. We restructure your asset data into more standardized form, so that you can manage all assets seamlessly in one location, and obtain robust reporting.

With Finlight, your data is accurate, secure and consistent. To ensure this, we keep your asset and portfolio data safe and easily accessible on our private, non-hackable cloud in Switzerland. Unlike existing tools, our portfolio management software eliminates the costly setup of complex data processes.

You upload all your reports, and our technology takes care of the rest. We extract the information from different reports, consolidate it, and present you with a 360-degree view per portfolio and principal level. We restructure your asset data into more standardized form, so that you can manage all assets seamlessly in one location, and obtain robust reporting.

Our Coverage

As opposed to current providers, Finlight covers a full array of asset classes to meet our clients’ evolving goals more effectively, including both public and private assets.

Public assets

Hedge funds, alternative investments, derivatives, mutual funds, ETS, direct securities, fixed income, cash, precious metals

Private assets

Private equity, venture capital, real estate, art, vehicles (cars, planes, yachts)

Public assets

Hedge funds, alternative investments, derivatives, mutual funds, ETS, direct securities, fixed income, cash, precious metals

Private assets

Private equity, venture capital, real estate, art, vehicles (cars, planes, yachts)

We deliver another layer of granularity. From data extraction to consolidated reporting, we combine NLP technology with AI to provide a more sophisticated solution that brings your financial capabilities to the next level, maximising the value of time and enhancing efficiency.

Read more about our solutions

Our key pillars

Finlight launched in 2016 with the vision of making professional money management simpler and more accessible for all allocators. Our AI and NLP technologies enable cost and operational risk reduction by harmonising reporting so that reporting data is more manageable, integrable and secure.

Dot
chart
chart

01

Strong operational platform

With Finlight, you have all your portfolio data sources in one place. Our portfolio management software performs systematic risk-return analytics and derives robust insights with speed, accuracy and scale, ensuring your investments and assets truly align with your targets.

Dot

02

Versatile tools

Finlight enables you to extract more value from static reports. From identifying key risk drivers to benchmarking your management quality to analysing scenarios for risk assessments, our portfolio management software empowers you with rapid, more informed decision-making. With Finlight, you can easily export your data into existing tools without manual key-in. By centralising data extraction, our comprehensive tool streamlines your portfolio workflow, improves portfolio management and unlocks productivity.

file analysis

02

Versatile tools

Finlight enables you to extract more value from static reports. From identifying key risk drivers to benchmarking your management quality to analysing scenarios for risk assessments, our portfolio management software empowers you with rapid, more informed decision-making. With Finlight, you can easily export your data into existing tools without manual key-in. By centralising data extraction, our comprehensive tool streamlines your portfolio workflow, improves portfolio management and unlocks productivity.

Dot
network icon
network icon

03

Network expertise

We understand that family offices and institutional investors can’t internalise all the skills they need. Often, third-party intermediaries are required to manage complex portfolios. We are community-driven with one shared goal: To increase transparency by collectively sharing and improving best practices. Through the Finlight network of best-in-class resources, you will benefit from accessing top skills via the digital knowledge centre in a confidential, trustworthy and independent way.

Dot

Key features

Automated asset consolidation and reporting

chevron down

Automated portfolio management

chevron down

Automated peers benchmarking

chevron down