Do you want to save 12 hours per week via automated data extraction technology? Find out more. Investment supervisors We empower you with more effective asset oversight through performance overview per portfolio per principal level, allowing you to offer more personalised service experience for your clients. Start your free trial How Finlight adds value 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. Family Officers Investment Consultants Asset consolidation processes are always systematically better with Finlight. Ready to Finlight? Start your free trial Join us on Slack Join in on our slack conversations with experts from family offices and institutional allocators. Use Cases Partners Spotlight Contact Privacy Start your free trial Ⓒ MONEY-PEASY LTD - FINLIGHT.COMTM 2021

Do you want to save 12 hours per week via automated data extraction technology? Find out more. Our Partners Our goal is to simplify our clients’ journey to access all the insights they need to serve their clients more efficiently with zero friction. If you believe your offerings can nicely complement or enhance ours, please do contact us via partners@finlight.com Asset consolidation processes are always systematically better with Finlight. Ready to Finlight? Start your free trial Join us on Slack Join in on our slack conversations with experts from family offices and institutional allocators. Use Cases Partners Spotlight Contact Privacy Start your free trial Ⓒ MONEY-PEASY LTD - FINLIGHT.COMTM 2021