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.
Download our two-pager to see how our portfolio management software enables you to derive actionable insights from data so that you can make the right investment decisions for your clients more rapidly.
Finlight launched in 2016 with the vision of making professional money management simpler and more accessible for all allocators. As opposed to current providers, Finlight covers all asset classes (public and private) to meet our clients’ evolving goals more effectively.
01
Save time and costs
With our portfolio management software, we cut your asset reporting data processing times from a few hours to just a few minutes. We maximise data usability, enabling you to instantly visualise portfolio data, evaluate your risk exposures and get the full potential out of your investment reporting data with speed, accuracy and scale.
02
Grow effectively
Institutional investors and family offices are faced with cumbersome, manual-intensive tasks of collecting, consolidating and managing portfolio data. Our automated data extraction technology transforms your asset management journey by streamlining portfolio workflows. With unlocked productivity, we enable you to extract more value for your clients while engaging in more client-facing activities.
02
Grow effectively
Institutional investors and family offices are faced with cumbersome, manual-intensive tasks of collecting, consolidating and managing portfolio data. Our automated data extraction technology transforms your asset management journey by streamlining portfolio workflows. With unlocked productivity, we enable you to extract more value for your clients while engaging in more client-facing activities.
03
Operational flexibility
To maintain a high level of business resilience, you need a flexible operational system to help you anticipate risks and manage uncertainty. Our portfolio management software performs systematic risk-return analytics and derives actionable insights from data, so that you can pursue forward-thinking investment strategies that truly align with your clients’ risk profile and other targets.
