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.
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.
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.