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.

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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.

Extracted

Using proprietary NLP technology, our software reads, retrieves and extracts all relevant information from the uploaded reports.

Extracted

Using proprietary NLP technology, our software reads, retrieves and extracts all relevant information from the uploaded reports.

Consolidated

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.

Enriched

Our technology feeds you with advanced performance, risk and benchmarking data to enrich insights, supporting your decision-making process.

Enriched

Our technology feeds you with advanced performance, risk and benchmarking data to enrich insights, supporting your decision-making process.

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.

Ready 24/7

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, from one location: your dedicated Finlight space.

Ready 24/7

Use Cases

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

Family Officers

Investment Consultants

Investment Supervisors

Asset consolidation processes are always systematically better with Finlight.

Ready to Finlight?

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