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.VIEW USE CASE
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.SEE HOW IT WORKS
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.START FREE TRIAL
Join the other demanding asset allocators using Finlight.