Your virtual
investment assistant

Let’s get financial services working for the end-investor. All the tools and resources you need to select and monitor investment managers and risks.

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Meet Alfred

He’s your investment assistant, in digital form. He gathers market intelligence to help you source investments, select fund managers, control risk and preserve capital. He sends you alerts. So Alfred - and you - won’t miss a thing. Leaving you to focus on your core job of using your expertise to make investment decisions.

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Alfred has three roles, configure them to best suit you.

1.

Data assistant

Displays all your financial databases in one place; manages incoming data from fund and wealth managers; deals with all asset classes.

2.

Fund assistant

Searches funds across all asset classes; automated monitoring and tracking of fund managers; access to our directory of vetted experts to supplement the due diligence process.

3.

Performance & risk assistant

Provides strategic benchmarking; automated risk reporting and performance auditing; scenario analysis and stress testing; automated rebalancing alerts replicating CPPI.

Benefits

  • 01
    Using Finlight ensures robust governance and also brings transparency to your investment portfolio. Not only can you see all investment fees but our independence means you can counter the biases of intermediaries and vendors. We’ll ensure you’re better equipped to hold informed discussions with them.
  • 02
    Searches funds across all asset classes; automated monitoring and tracking of fund managers; access to our directory of vetted experts to supplement the due diligence process.
  • 03
    Provides strategic benchmarking; automated risk reporting and performance auditing; scenario analysis and stress testing; automated rebalancing alerts replicating CPPI.
  • 04
    Our dashboard, which you can configure as you wish, allows a full 360-degree view of all investments. You can check on the latest developments 24/7.
  • 01
    Only Finlight supports you throughout the entire investment process from gathering fund information to forward-looking scenario analysis.
  • 02
    Using Finlight ensures robust governance and also brings transparency to your investment portfolio. Not only can you easily see all investment fees but our independence means you can counter the biases of intermediaries and vendors. We’ll ensure you’re better equipped to hold informed discussions with them.
  • 03
    A streamlined workflow means you’ll spend less time on menial tasks and more time using your investment expertise.
  • 04
    Risks are mitigated. We overcome the risks that may be hidden by inadequate tools, incorrect benchmarking and flawed monitoring processes.
  • 05
    You’ll have access to vetted experts and a network of family offices who can be called on to supplement your decision-making.
  • 01
    Only Finlight supports you throughout the entire investment process from gathering fund information to forward-looking scenario analysis.
  • 02
    Using Finlight brings transparency to your investment portfolio. Not only can you easily see all investment fees but our independence means you can counter the biases of intermediaries and vendors. We’ll ensure you’re better equipped to hold informed discussions with them.
  • 03
    We’ll help you minimise costs by reducing operational overheads. Plus we aggregate a number of financial feeds but you’ll only pay one fee which also includes access to the whole financial library.
  • 04
    A streamlined workflow means you’ll spend less time on menial tasks and more time using your investment expertise.
  • 05
    You’ll have access to vetted experts and a network of family offices who can be called on to supplement your decision-making
  • 01
    Only Finlight supports you throughout the entire investment process from gathering fund information to forward-looking scenario analysis.
  • 02
    Using Finlight brings transparency to your investment portfolio. Not only can you easily see all investment fees but our independence means you can counter the biases of intermediaries and vendors. We’ll ensure you’re better equipped to hold informed discussions with them.
  • 03
    Risks are mitigated. We overcome the risks that may be hidden by inadequate tools, incorrect benchmarking and flawed monitoring processes.
  • 04
    We’ll help you minimise costs by reducing operational overheads including the need to pay for external consultants.
  • 05
    You’ll have access to vetted experts and a network of family officers who can be called on to supplement your decision-making.

Ask our experts

As an asset owner, family office executive or trustee, you often need information on services that lie outside your area of expertise. Whether this is legal, tax, property or lifestyle management, we have vetted experts on hand to help.

View experts