Investment Consultants

We remove operational pains by enabling you to instantly monitor your portfolio performance from one location. With our stress tests and scenario analysis, you can provide more effective forward-thinking investment strategies for your clients.

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How Finlight adds value

Finlight’s asset management software gives you all the tools to help fulfil your mission without any operational constraints when managing your clients’ assets. Stress tests and scenario analysis keep you on track with your performance.

The tool also helps you to keep track of all the movements within your portfolios. There’s no need to scramble for information and waste time trying to chase up managers and colleagues - all your data is centralised in one location. With Finlight, you can drill down to find information to help decision-making that is backed up by quantifiable data.

Benefits

Reduce operational risks

You can see all your assets in one place, allowing you to drill down and find out what could potentially derail your performance. You can do this for each portfolio or across all assets.

Access to expert stress testing and scenario analysis tools

You can use this set of tools to test your ideas and understand the impact they will have on your portfolio if executed. By looking at the change in oil prices, exchange rates and equity prices, the software reveals how these combined inputs will impact your portfolio. This analysis can be a sounding board to make investment decisions. You can calibrate your portfolios, ensuring that the position size and risk budget that you have chosen deliver the desired output/results.

Receive real-time alerts

You get portfolio related news delivered straight to your inbox, alerting you of anything that may affect your portfolio. You can also receive order notifications about your order status, informing your managers on any documentation that they need from you. The real-time alerts facilitate how you manage relationships with your stakeholders and show you the patterns in your data, making sure you miss nothing.

Improve customer satisfaction

You can automate your workflow, allowing you to focus on your core job: To deliver more value for your clients. We help you make better decisions by centralising data and making it easy to send reports directly from our platform.

Asset consolidation processes are always systematically better with Finlight.

Ready to Finlight?

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