Use Cases

See how Finlight creates seamless workflows, increases productivity and improves performance and decision making for sophisticated investors.

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The Finlight Ecosystem

Our portfolio consolidation software unlocks compelling new opportunities for clients. With our dedicated ecosystem, we enhance client servicing by ensuring you’re making the right decisions based on real-time data to derive actionable insights.

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.

Use Cases

Read our individual use cases to learn how we help different types of clients simplify their portfolio management.

Asset consolidation processes are always systematically better with Finlight.

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