Your customers' data is completely secure anywhere, anytime, on any device

We secure sophisticated investors’ complex data better than Excel whilst enabling secure collaboration better than any on-premise solutions or standard cloud servers

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Who Do We Serve

We help Institutional allocators, family offices, banks, OCIOs… move away from Excel and antiquated solutions to manage increasingly complex investments, protect privacy and engage with clients effectively.

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Investment consultants

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Family offices

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Asset managers

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Wealth managers

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Private banks

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Fund and trust administrators

Do you want accurate data insights to execute the best possible investment strategy for your clients?

Download our simple checklist to find out how AI and NLP technologies empower you with enriched data insights based on more accurate, real-time data.

What our users say:

Finlight automatically transforms and secure data from:

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Start your free trial

Our Workflow

Our seamless workflow streamlines the inefficient, manual-intensive data process from one secure location. Our technology retrieves, organises and consolidates all content for you on our centralised platform. Our technology does what you need to do without changing your life. Simply log in and everything will be sorted. From there, you can produce any analysis and report you need into any format you want and share them directly with your stakeholders via our highly secure communication channel.

1. Receive

receive

2. Stored

extract

3. Harmonise

harmonise

4. Consolidated

upload

5. Enhance

enhance

6. Sent

send

Key Features

We provide a wide range of features to help you manage all assets and liabilities from one location.

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Data management
Data management

Consolidated overview

  • All assets and portfolios on one lens
  • Live performance and risks
  • Customisable watchlist
  • Enjoy 24/7 accessibility

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Data management:

  • All your consolidated reporting data (custodian statements, GP reporting etc.) locally and safely stored on your dedicated, encrypted space on our FINMA-compliant private cloud
  • All the content is analysed, structured and aggregated in a position and trade blotter per investment, portfolio, strategy and client
  • Easy to export into existing software and workflows without manual key-in
  • No more manual report filing

Data extraction

Data management:

  • All your consolidated reporting data (custodian statements, GP reporting etc.) locally and safely stored on your dedicated, encrypted space on our FINMA-compliant private cloud
  • All the content is analysed, structured and aggregated in a position and trade blotter per investment, portfolio, strategy and client
  • Easy to export into existing software and workflows without manual key-in
  • No more manual report filing

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Privqte equity
Privqte equity

Private equity:

  • Your commitments to different private equity funds with varying records of capital all in one single dashboard
  • Review and manage all your financial commitments in a much simpler, more accessible way
  • Update NAV

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Portfolio reporting:

  • All input data securely consolidated and available 24/7
  • Simplified integration with your existing portfolio management and reporting software assets into a 360-degree overview dashboard

Portfolio reporting

Portfolio reporting:

  • All input data securely consolidated and available 24/7
  • Simplified integration with your existing portfolio management and reporting software assets into a 360-degree overview dashboard

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Enhanced analytics:
Enhanced analytics:

Enhanced analytics:

  • Understand how your aggregate portfolio performance compares against your community of peers, adjusted to your risk level thanks to our integration with IBO
  • Advanced risk indicators and scenario analysis thanks to our partnership with RaisePartners and LinksAnalytics

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Finlight automatically transforms and secure data from:

Start your free trial

Finlight automatically transforms and secure data from:

Our partners

Bloomberg
Arkhineo
Links Analytics
W Performance Watcher

Asset consolidation processes are always systematically better with Finlight.

Ready to Finlight?

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