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:

01

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

02

Operational risk hurdles institutional asset allocators face

03

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

04

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.

Why Finlight

With Finlight, your data is accurate, secure and consistent. To ensure this, we keep your asset and portfolio data safe and easily accessible on our private, non-hackable cloud in Switzerland. Unlike existing tools, our portfolio management software eliminates the costly setup of complex data processes.

You upload all your reports, and our technology takes care of the rest. We extract the information from different reports, consolidate it, and present you with a 360-degree view per portfolio and principal level. With our proprietary AI technology, we address the costs and risks involved in data aggregation by streamlining data processes, making reporting data more manageable, integrable and secure.

With Finlight, your data is accurate, secure and consistent. To ensure this, we keep your asset and portfolio data safe and easily accessible on our private, non-hackable cloud in Switzerland. Unlike existing tools, our portfolio management software eliminates the costly setup of complex data processes.

You upload all your reports, and our technology takes care of the rest. We extract the information from different reports, consolidate it, and present you with a 360-degree view per portfolio and principal level. We restructure your asset data into more standardized form, so that you can manage all assets seamlessly in one location, and obtain robust reporting.

Our Coverage

As opposed to current providers, Finlight covers a full array of asset classes to meet our clients’ evolving goals more effectively, including both public and private assets.

Public assets

Hedge funds, alternative investments, derivatives, mutual funds, ETS, direct securities, fixed income, cash, precious metals

Private assets

Private equity, venture capital, real estate, art, vehicles (cars, planes, yachts)

Public assets

Hedge funds, alternative investments, derivatives, mutual funds, ETS, direct securities, fixed income, cash, precious metals

Private assets

Private equity, venture capital, real estate, art, vehicles (cars, planes, yachts)

We deliver another layer of granularity. From data extraction to consolidated reporting, we combine NLP technology with AI to provide a more sophisticated solution that brings your financial capabilities to the next level, maximising the value of time and enhancing efficiency.

Book a demo

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.

icon

PEERS’ WISDOM AND EXPERTS’ KNOWLEDGE

chevron down
icon

FAMILY OFFICES AND INSTITUTIONAL INVESTORS

chevron down
icon

DATA VENDORS

chevron down
icon

DECISION QUALITY AND PEERS BENCHMARKING

chevron down
icon

ASSET AGGREGATION AND CONTROL TOOLS

chevron down
icon

ASSET MANAGERS AND GENERAL PARTNERS

chevron down