Our Solution

We apply tried-and-tested technology to cut costs and save time.

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Key Benefits

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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.

The Finlight 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.

GPs
Asset Managers
Custodians
Administrators
Brokers
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Asset Owners
Wealth Managers
Investment Consultants

(*) Statements, reporting and notifications

5 ways to improve your data accuracy for more powerful decision-making with advanced analytics.

Learn how human interactions with AI and NLP drastically improve your productivity.

We solve the 5 problems that makes reporting unnecessarily costly for your business.

PROBLEM
SOLUTION
operational risks problem
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operational risks solution
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
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tick
complex data flow problem
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complex data flow solution
Complex data flow
Centralised place for all investment documents
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tick
cybersecurity challenges problem
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cybersecurity challenges solution
Cybersecurity challenges
Highly secure private cloud meeting GDPR and Swiss regulator’s requirements
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tick
limited reporting insights problem
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limited reporting insights solution
Limited reporting insights
We turn disparate asset data into insights that exclusive investors want to receive from their trusted advisors
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tick
resources consuming problem
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Resources consuming solution
Resources consuming
Automated positions and trade consolidation with all key risk-return analytics
cross
tick

5

operational risks solution

Confidentiality and technological risks posed by current banking interfaces and Excel solutions

cross
arrow down
operational risks problem

Proven and tested technology automating timely position and trade updates across all assets, custodians and managers

tick

1

complex data flow solution

Complex data flow

cross
arrow down
complex data flow problem

Centralised place for all investment documents

tick

4

cybersecurity challenges solution

Cybersecurity challenges

cross
arrow down
cybersecurity challenges problem

Highly secure private cloud meeting GDPR and Swiss regulator’s requirements

tick

3

limited reporting insights solution

Limited reporting insights

cross
arrow down
limited reporting insights problem

We turn disparate asset data into insights that exclusive investors want to receive from their trusted advisors

tick

2

Resources consuming solution

Resources consuming

cross
arrow down
resources consuming problem

Automated positions and trade consolidation with all key risk-return analytics

tick

Asset consolidation processes are always systematically better with Finlight.

Ready to Finlight?

Start your free trial