Do you want to save 12 hours per week via automated data extraction technology? Find out more. Complex asset consolidation sorted If you are frustrated with retrieving, formatting and populating investment data across multiple software manually to create client reports, perform controls or gain insights, welcome to Finlight. We solve this for you so that you can operate at scale across all assets to satisfy your stakeholders’ needs. Book a demo Who Do We Serve Institutional allocators, family offices, banks, OCIOs… manage increasingly complex asset allocations. These require flexible operations to meet their obligations, achieve their purpose and grow their business effectively. Without robust data consolidation processes, these are impossible to achieve. Thus, we enable them and walk you further by unlocking advanced insights such as fund look-through and peers-benchmarking. Investment consultants Family offices Asset managers Wealth managers Private banks Fund and trust administrators Do you want accurate data insights to execute the best possible investment strategy for your clients? Download our simple checklist to find out how AI and NLP technologies empower you with enriched data insights based on more accurate, real-time data. Tick here if you accept our terms Privacy Policy. Please keep me updated on Finlight's news and updates. Download What our users say: "It’s important to me that the Finlight team have come from the single family office world. As such, they have - unlike others - hands-on experience, and understanding, of our daily investment management challenges." M.Robert Barge / Principal CEO, Belgium "Their systematic approach to measurement and simulation of risk has been endorsed by a professor at the University of Louvain, who validated the competence of the team and their approach." M.Robert Barge / Principal CEO, Belgium Start your free trial Our Workflow Our seamless workflow streamlines the inefficient, manual-intensive data process from one secure location. Our technology retrieves, organises and consolidates all content for you on our centralised platform. Our technology does what you need to do without changing your life. Simply log in and everything will be sorted. From there, you can produce any analysis and report you need into any format you want and share them directly with your stakeholders via our highly secure communication channel. 1. Receive 2. Stored 3. Harmonise 4. Consolidated 5. Enhance 6. Sent Key Features We provide a wide range of features to help you manage all assets and liabilities from one location. Consolidated overview All assets and portfolios on one lens Live performance and risks Customisable watchlist Enjoy 24/7 accessibility Data management: All your consolidated reporting data (custodian statements, GP reporting etc.) locally and safely stored on your dedicated, encrypted space on our FINMA-compliant private cloud All the content is analysed, structured and aggregated in a position and trade blotter per investment, portfolio, strategy and client Easy to export into existing software and workflows without manual key-in No more manual report filing Private equity: Your commitments to different private equity funds with varying records of capital all in one single dashboard Review and manage all your financial commitments in a much simpler, more accessible way Update NAV Client reporting: Automatically consolidate all assets into a 360-degree overview dashboard includes performance attribution, risk decomposition, portfolio impact and return drivers Perform reporting automatically, helping you to save time and money, with savings reinvested in investment research Peers benchmarking: Understand how your aggregate portfolio performance compares against your community of peers, adjusted to your risk level You can learn from each other, assess where you can add value and monitor the investments your community favours Our integration with partners such as IBO further enables you to benchmark your providers against one another Scenario and stress analysis: Quantify the impact of your choices to support your next-step decisions Better risk management Enhance portfolio construction Finlight reads and understands investment reports from: JP Morgan UBP Blackstone Mercer Redington Start your free trial Our partners Stay up to date with our Spotlight Read the latest blog posts for recent company updates, market trends and industry insights within the institutional investment world. Press release: Finlight announces partnership with Arkhineo LONDON, May 12, 2021 -- Finlight, a portfolio consolidation software for family offices, is now... Rising concerns over cybersecurity – Steps to protect family offices from cyber threats The prevalence of using computerised systems in this digital era has prompted family offices to... Press release: Finlight announces partnership with TaxScouts LONDON, 7 July 2021 -- Finlight, an asset consolidation software on a mission to automate total... We use cookies to improve your experience on our website. By continuing to use our website we will assume you are happy to allow the use of these cookies. However, you can opt out if you wish. I AGREE Privacy Policy 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. 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