Making money management more effective
Institutional investors today are searching for higher yields in the long term and are diversifying their investments. As portfolios become progressively more complex, investors need to ensure their clients’ assets are managed with high governance and risk controls. It requires more time and resources allocated to collating and managing unstructured data across multiple platforms, creating additional business costs.
According to the report “Institutional Investor Productivity Study”, institutional investors spend 50% of their time focusing purely on back-office tasks, leaving the remaining 50% on value-adding activities key to the investment process.
Addressing these issues, Finlight is here to make money management more effective by simplifying access to relevant technologies to aggregate, analyse and report on complex institutional portfolios.
Finlight provides such sophiticated investors with a proven and far more effective alternative to current technologies to quickly and securely keep all portfolios up-to-date across all systems, regardless of asset types, custodian banks, fund administrators and managers.
We simplify complex multi-asset investment reporting and eliminate costly and error-prone operational processes, enabling our users to yield higher net returns for their clients.
How do we benefit clients and industry
Founded in 2016 by family offices and institutional investors, Finlight is an end-to-end, highly secure potfolio consolidation software that streamlines sophisticated investors’ data processes. Using AI and Natural Language Processing (NLP) technologies, we retrieve and consolidate data in a truly turnkey fashion with zero complexity, meeting our clients’ evolving needs with speed, accuracy and efficiency.
Unlike current providers, our technology offers the highest data security level. It allows timely and automated position updates across all asset types, custodians, managers, or administrators, without any of the usual costly project management or complex plugging. We help sophisticated investors cut their complex portfolio consolidation and reporting time by 90%, saving time for our clients to focus more on value-adding activities. Leveraging our machine-learning technologies, our users can create more compelling opportunities for their clients and build enduring client relationships to grow their business effectively.
As the world moves towards global digitalisation, many investment companies begin to embrace technologies to increase operational efficiency. It comes with growing concerns over data security. At Finlight, we store all our clients’ data securely and centrally on our private cloud-based, FINMA-approved server, together with an additional layer of protection using two-factor authentication.
Key features
Consolidated overview
With our 360 degree asset overview, users can oversee and manage all assets and portfolios in one location. Strengthened by our live performance and risk metrics, we enable our users to understand their allocations and exposures, so that they can derive more robust insights when making investment decisions. Whilst enjoying 24/7 accessibility, our customisable watchlist levels up our clients’ experience, allowing them to monitor portfolio data based on their needs and preferences.
Data management
With our seamless integration, all clients’ consolidated reporting data is locally and safely stored in a universal format that meets their portfolio management and reporting workflow requirements. We enable our clients to export into existing software without manual key-in easily. All data is analysed, structured and aggregated in a position and trade blotter per investment, portfolio, strategy and client, generating deeper insights from different perspectives for our users.
Private equity
Users’ commitments to different private equity funds with varying records of capital are all presented in one single dashboard, so that users can review and manage their financial commitments in a simpler, more accessible way. Our technology helps forecast cashflow requirement for our users, so that they can make forward-looking decisions derived from actionable insights.
Client reporting
We automatically store clients’ reporting data in one location. The uploaded reports will automatically feed into our users’ accounting system weekly, monthly or quarterly, depending on their preferences.
Peers benchmarking
With this feature, users understand how their aggregate portfolio performance compares against their community of peers, adjusted to their risk level. Drawing more accurate evaluations on how well our users’ porJolio decisions align with their clients’ requirements, we improve their operational resilience to maintain their competitive edge.
Scenario and stress analysis
Our software enriches portfolio insights through our integration with complementary analytical tools, supporting our clients’ next-step decisions with better and proper risk management.
What do GPFO say?
For family offices whose priority is simple onboarding and a low maintenance aggregation system.
