How does Finlight’s asset management software help family supervisors and trustees?

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We keep you up to date with the latest insights and provide actionable insights so that you can spend time building relationships that matter the most to your business.

With Finlight’s software, you can check the news, markets and your investment performance in one location. You can also access individual portfolios to see which positions generate or derail your values so that you can decide on the next steps. You no longer have to worry about spending time gathering and checking data; the tool gives you all the insights that you need to make the right decisions. Rather than work in disparate systems, potentially making you more prone to errors, you can focus on building relationships with your clients and save on costs.

Benefits

Centralised data

The tool gives you a snapshot of your investment performance in your daily newsfeed on portfolio and market-related news, keeping you informed and up to date on all the latest insights.

Save time and money

You can see your clients’ cash positions by linking multiple bank accounts to your dashboard so that you can monitor your positions at any given time to see how they are performing. This allows you to save time and money.

Better risk management

All of your assets are centralised and you can drill down and discover what could potentially derail your performance. You can do this for each portfolio or across all assets.

Use Cases

See how Finlight is helping asset allocators create seemless workflows for their businesses.