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.

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.

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01

Receive

You receive all your reporting on your dedicated Finlight space, stored under rigorous standards of confidentiality and privacy protection. 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.

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02

Extract

We extract all financial and non-financial asset data using our proprietary NLP technology that feeds you with up-to-date information about portfolios and asset values. This allows you to save time and costs from manual intervention or dependency on banks APIs or FTP server.

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02

Extract

We extract all financial and non-financial asset data using our proprietary NLP technology that feeds you with up-to-date information about portfolios and asset values. This allows you to save time and costs from manual intervention or dependency on banks APIs or FTP server.

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03

Harmonise

Centralised and harmonised data is crucial in keeping workflows efficient to make informed decisions for your clients, principals or beneficial owners. Especially for private and alternative assets. We help free up your time from manually gathering information from multiple sources.

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04

Upload

We are here to help you remove what distracts you from spending time on your core priorities. Just upload data into your preferred tools to perform all controls and enjoy the flexibility and simplicity our technology provides.

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04

Upload

We are here to help you remove what distracts you from spending time on your core priorities. Just upload data into your preferred tools to perform all controls and enjoy the flexibility and simplicity our technology provides.

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05

Enhance

Our additional features empower you with enhanced data insights and comprehensive understanding of your portfolio regarding return and risk gaps in assessing goals and mitigating risk sensitivity. You can also create a composite benchmark and compare with peers to determine overall management adequacy and check investors’ flow to better support your decision making.

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Send

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.

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Send

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.

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Use Cases

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