Enabling Family Office 3.0

Family offices need extra skills and resilient tools to serve Next-Gens' increasingly varied needs in an increasingly complex environment. Finlight solves this without the usual tech pains!
Only Next-Gen-friendly family offices will thrive in the future. Since 60% of NextGen say they are unhappy with current family office services, it is time for family offices to act. As of today, family offices cannot achieve this as they either need to use multiple tools together, revert to Excel or banking statements whose limitations frustrate too many clients. They now have Finlight, built for diligent family officers by diligent family officers. Finlight is the only turn-key solution that provides family offices with the tools and skilled community they need to preserve their business and retain Next-Gens, without any hurdles. Finlights three pillars are:
Connect multiple data sources

Strong operational platform

Automate cross-asset reporting by connecting all your portfolio data sources into the platform. This alleviates you from having to work on multiple platforms and documents: 360 degree consolidated view of all portfolios at your fingertips. Simple and plug-and-play system: No IT skills required. It frees up your time to focus on your core tasks. Start by just uploading an Excel or PDF report to unleash the benefit of digital technologies to your unique advantage.

Build your own custom dashboard

Versatile tools

Get more value out of static reports with our tools. Identify key risk drivers, benchmark your management quality and analyse scenarios to asses your risks and trade-offs. You do not have to spend a premium on platforms which do not fit your operating model or are unable to handle your asset class. Now you can customise your control dashboard and reporting to suit your clients' unique needs.

Build your own custom dashboard
Join the Finlight community

Network Expertise

No family of office can internalise all the skills it needs. They need to manage complex portfolios by using third-party intermediaries in a way that does not protect independence nor eliminate their conflicts of interest. Finlight helps you solve this problem. We are community-driven with one shared goal: increase transparency by sharing and collectively improving best practices. This way, through Finlight's network, you will always be able to find the very skills you need among trusted members. In full con dentiality, access top skills in the most trustworthy and independent format.


Family offices using Finlight

Join the other demanding asset allocators using Finlight.

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