Leveraging NLP technology for more efficient decision-making

Preserve your clients’ wealth with our portfolio management software that consolidates wealth in one location and enables data extraction with simplicity, with all your data stored safely in our encrypted FINMA-compliant cloud system.

The problems that we address

As experienced family officers and asset managers ourselves, we have seen first-hand the lack of efficient portfolio management software for managing risks and uncertainty properly:

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Institutional investors lack a timely consolidated overview of all their assets and risks easily

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Operational risk hurdles institutional asset allocators face

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Currently available technology providers are stuck with costly and insecure processes to distribute reporting

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Current investors’ servicing tools all depend on complex data flows that require manual standardisation

We solve these problems by aggregating the tools and data that family offices and institutional investors need, into one central, highly secure software. Finlight’s turnkey portfolio management software streamlines data processes to monitor and report all assets and risks more effectively. It is the only software that family offices and institutional investors need to oversee assets independently and objectively without expanding their cost structure.

The Finlight Solution

We transform manual-intensive reporting data collection processes, making it much simpler and easier to manage your clients’ wealth. You can manage complex portfolios and benchmark against peers effectively in a truly secure and GDPR-compliant fashion.

Family offices

We have been developed exclusively for institutional asset allocators, including family offices, wealth managers, private banks, insurance companies, pension funds asset managers and investment consultants. You will have access to a secure, personalised database to aggregate data and enable systematic controls. Our AI-powered technology opens the way to acceleration and scale by harnessing the power of technology and a network of trusted peers to deliver dynamic, actionable insights and speed up due diligence.

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PEERS’ WISDOM AND EXPERTS’ KNOWLEDGE

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FAMILY OFFICES AND INSTITUTIONAL INVESTORS

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DATA VENDORS

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DECISION QUALITY AND PEERS BENCHMARKING

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ASSET AGGREGATION AND CONTROL TOOLS

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ASSET MANAGERS AND GENERAL PARTNERS

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Our key benefits

Ultimate data security

A careful and rigorous data management represents the central element of our business model. We put your privacy at the core of our business. With bulletproof cybersecurity, we protect your data by storing all your reporting data locally on our FINMA-compliant private cloud. This means that no one will have access to your data except yourself. From uploading reporting statements to extracting and retrieving critical information, all your data is stored encrypted across our centralised platform, so that you focus on more pressing priorities.

Enhanced data quality

Data inaccuracy raises the risk of making the wrong investment decisions. Strengthened by our combined AI and NLP technology, we enable our clients to make faster decisions with our scalable data and technology architecture, so that they can be much more agile in the face of changing industry demands.

Effective oversight with reduced complexity

Managing your wealth on multiple platforms takes time and even causes frustration. With our consolidated overview, you can monitor all your assets in one location with absolute transparency and better oversight. With our robust technology, you can regain control over your wealth without having concerns over data complexity.

Turn data insights into action

In an increasingly digital and tech-enabled world, data-driven insights represent the backbone of making more accurate investment decisions to scale your business. Our portfolio management software reduces costs and operational risks while harmonising reporting to maximise data usability, enabling you to instantly visualise portfolio data, evaluate your risk exposures and get the full potential out of your investment reporting data.