We aggregate and cross-check
information from multiple sources. This
lowers fees and removes intermediary
Your data is stored in a FINMA-certified
Swiss datacentre, or locally on your
Frustrated with the the limitations of existing
tools, high consultancy fees and the
burden of operational tasks.
We work with family offices, high-net-worth individuals and pension funds to deliver their ideal investment 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.
Calculate NAV integrating all financial and non-financial assets in an interactive format with forward-looking analysis.
With peer benchmarking, asset allocation modelling, portfolio auditing and customised risk indicators.
Select and monitor managers using our due diligence AI bot.
Learn from our community of peers, market-leading partners and vetted experts.
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. "
July 22, 2019
While expanding investment portfolios and selecting investment opportunities,knowledgeable investors, be it private or institutional, usually trust their advisors.More often than not, this circle of advisors is rather limited and regularly does notinclude more than a handful of trusted private bankers, consultants or subjectmatter experts, like for example when the investment field is the world of art.