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.
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.
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.
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.
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.
(*) Statements, reporting and notifications
Learn how human interactions with AI and NLP drastically improve your productivity.
Confidentiality and technological risks posed by current banking interfaces and Excel solutions
Proven and tested technology automating timely position and trade updates across all assets, custodians and managers
Complex data flow
Centralised place for all investment documents
Highly secure private cloud meeting GDPR and Swiss regulator’s requirements
Limited reporting insights
We turn disparate asset data into insights that exclusive investors want to receive from their trusted advisors
Automated positions and trade consolidation with all key risk-return analytics
Asset consolidation processes are always systematically better with Finlight.