Key Features

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

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Benefits and Features

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Ultimate data security

We put your privacy at the core of our business. From uploading reporting statements to extracting and retrieving critical information, all your data is stored encrypted on our FINMA-compliant private cloud, so that you focus on more pressing priorities.

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Effective oversight of your assets

Our consolidated overview provides you with absolute transparency and better oversight. With our robust technology, you can regain control over your wealth without having concerns over data complexity.

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Enhanced data quality

Data inaccuracy raises the risk of making the wrong investment decisions. Strengthened by our AI and NLP technology, we reduce costs and operational risks through data harmonisation.

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Strong network expertise

Users can collaborate with other key stakeholdesynchronisedrs on our platform with data. Through our network of best-in-class resources, you will benefit from accessing top skills via the digital knowledge centre in a confidential, trustworthy and independent way.

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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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Client reporting:

  • Automatically consolidate all assets into a 360-degree overview dashboard
  • includes performance attribution, risk decomposition, portfolio impact and return drivers
  • Perform reporting automatically, helping you to save time and money, with savings reinvested in investment research

Client reporting

Client reporting:

  • Automatically consolidate all assets into a 360-degree overview dashboard
  • includes performance attribution, risk decomposition, portfolio impact and return drivers
  • Perform reporting automatically, helping you to save time and money, with savings reinvested in investment research

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Peers benchmarking:
Peers benchmarking:

Peers benchmarking:

  • Understand how your aggregate portfolio performance compares against your community of peers, adjusted to your risk level
  • You can learn from each other, assess where you can add value and monitor the investments your community favours
  • Our expert risk managers can also act as outsourced independent risk officers to further enrich your portfolio management

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Scenario and stress analysis:

  • Quantify the impact of your choices to support your next-step decisions
  • Better risk management
  • Enhance portfolio construction

Scenario and stress analysis

Scenario and stress analysis:

  • Quantify the impact of your choices to support your next-step decisions
  • Better risk management
  • Enhance portfolio construction

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At Finlight, we make portfolio reporting data more manageable, easier to integrate and secure through our seamless data workflow. Learn more about how we bring your financial capabilities to the next-level.

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