How it works

We have built an AI-powered technology to help you overcome the growing complexity of wealth management and give you access to a holistic view of all assets and liabilities, in the most efficient and peers-enriched fashion.

Book a demo

The Finlight workflow

Our seamless workflow integration walks you through the intelligence process from receiving to delivering your reports, all under a single space. Finlight systematically extracts and harmonises your data so that you can spend your time and money wisely while enjoying enhanced efficiency. Finlight’s technology protects you from losing valuable documents or leaking sensitive information. With Finlight, you can regain control by making your reporting and decision-making processes run smoothly and efficiently.

Receive

All your reporting information you receive is automatically stored on your dedicated Finlight space. You will no longer be overwhelmed by your inbox, perusing to find specific reports you want or missing reports that have gone into your spam folder.

Consolidated

Using our proprietary NLP technology, we aggregate and structure all asset data to present you with a 360 degree overview for more effective asset data oversight and free up your time from manually gathering information from multiple sources. All documents and actions are securely stored for audit trail purposes.

Consolidated

Approve

You approve whether the extracted and consolidated data are accurate or you have the option to edit them manually.

Enriched

Our technology feeds you with advanced performance, risk and benchmarking data to enhance insights.

Enriched

Our technology feeds you with advanced performance, risk and benchmarking data to enhance insights.

Review

Once you have derived actionable insights from our enriched data with effective oversight of all assets and portfolios, you can do a final review to ensure all data is in place before sending them, updating third party applications etc.

Sent

With our highly secure communication channel, we have made this easy and straightforward for you. You can send any reports directly to any of your stakeholders, just from one location: your dedicated Finlight space.

Sent

Use Cases

See how Finlight is helping asset allocators create seemless workflows for their businesses.

Family Officers

Investment Consultants

Investment Supervisors

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.

Ready to Finlight?

Book a demo