Finlight helps sophisticated investors cut their complex portfolios consolidation and reporting time by 90%

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The Finlight Way

At Finlight, we help sophisticated investors extract, consolidate and store all asset reporting data securely in our Finlight space, providing timely and accurate data insights.

GPs
Asset Managers
Custodians
Administrators
Brokers
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desktop app
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Asset Owners
Wealth Managers
Investment Consultants

(*) Statements, reporting and notifications

What our users say:

Finlight reads and understands investment reports from:

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Book a demo

Our Workflow

Our seamless workflow takes you through the entire journey from receiving documents, extracting information to sending them back to key stakeholders, from one secure location.

1. Receive

receive

2. Stored

extract

3. Harmonise

harmonise

4. Consolidated

upload

5. Enhance

enhance

6. Sent

send

We solve the 5 problems that makes reporting unnecessarily costly for your business.

PROBLEM
SOLUTION
operational risks problem

Confidentiality and technological risks posed by current banking interfaces and Excel solutions

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operational risks solution

Proven and tested technology automating timely position and trade updates across all assets, custodians and managers

tick
complex data flow problem

Complex data flow

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arrow
complex data flow solution

Centralised place for all investment documents

tick
cybersecurity challenges problem

Cybersecurity challenges

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cybersecurity challenges solution

Highly secure private cloud meeting GDPR and Swiss regulator’s requirements

tick
limited reporting insights problem

Limited reporting insights

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limited reporting insights solution

Automated integration with peers benchmarking and relevant analytical tools

tick
resources consuming problem

Resources consuming

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arrow
Resources consuming solution

Automated positions and trade consolidation with all key risk-return analytics

tick

5

operational risks solution

Confidentiality and technological risks posed by current banking interfaces and Excel solutions

cross
arrow down
operational risks problem

Proven and tested technology automating timely position and trade updates across all assets, custodians and managers

tick

1

complex data flow solution

Complex data flow

cross
arrow down
complex data flow problem

Centralised place for all investment documents

tick

4

cybersecurity challenges solution

Cybersecurity challenges

cross
arrow down
cybersecurity challenges problem

Highly secure private cloud meeting GDPR and Swiss regulator’s requirements

tick

3

limited reporting insights solution

Limited reporting insights

cross
arrow down
limited reporting insights problem

Automated integration with peers benchmarking and relevant analytical tools

tick

2

Resources consuming solution

Resources consuming

cross
arrow down
resources consuming problem

Automated positions and trade consolidation with all key risk-return analytics

tick

Finlight reads and understands investment reports from:

Book a demo

Finlight reads and understands investment reports from:

Our partners

Bloomberg
Arkhineo
Links Analytics
W Performance Watcher

Asset consolidation processes will never be simpler, faster nor more accurate than with Finlight. Learn more about how we bring your financial capabilities to the next-level.

Ready to Finlight?

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