Portfolio management simplified

Our 360° dashboard enables investors to visualise decisions alignment with goals and values. We help you unlock your time and protect your portfolios by automatically turning investment reports and data into forward-looking decision analytics.

Measure
Measure

Measure total asset values and risks across all assets types. Access granular analytics to monitor impact, risk and performance vs your objectives.

Assess
Assess

Verify asset management quality by comparing with peers. Monitor strategies probability of attaining your goals with our stress testing, portfolio construction and monitoring features.

Forecast
Forecast

Test if a decision makes sense thanks to our simulation and scenario analysis features: how can a decision affect your ability to hit targets under various environments.

Measure. Improve.

Finlight gives you the tools you need to run accurate forecasting, simplify workflows and the ability to create optimally tailored portfolios

Testimonials

" It’s important to me that the Finlight team have come from the single family office world. As such, they have - unlike others - hands-on experience, and understanding, of our daily investment management challenges.

Their systematic approach to measurement and simulation of risk has been endorsed by a professor at the University of Louvain, who validated the competence of the team and their approach. "

" Finlight extracts and aggregates the relevant information for better risk allocation and improved performance. "

" It allows me to check if my external fund managers are working to the best of their abilities. The pressure is on! "

" This product enables greater customisation for the upcoming generation of principals of single family offices. "

360 view of your assets and risks heading

We work with 'sophisticated asset allocators’ (family offices, high-net-worth individuals and pension funds) to deliver a portfolio construction & 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. We are building a community of informed investors to make the sector investor centric. We can regain an informative advantage by joining forces, sharing best practices and isolating those prone to conflicts of interests. This should lead to better capital allocation decisions, which lead to better functioning economies. A strong impact for all.

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Monitor what matters to you

Our AI due diligence bot assists you in selecting and monitoring internal and external asset managers quality.

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By family offices for family offices

We have created this platform to solve the issues we were faced with while working in family offices’.

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Save on fees

Enables economies of scale & reduces management costs.

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More knowledge

Learn from our community of peers, market-leading partners and vetted experts.

Our customers

Private investors & Family offices
Get the best portfolio management and fiduciary protection that you deserve.
Pension funds & institutional investors
Greater transparency for the best
interests of your beneficiaries

Spotlight

Some of our partners