Asset consolidation sorted.
Family offices and institutional investors manage hundreds and thousands of asset reporting data every day, leading to inefficient investment decision-making.
At Finlight, we streamline the error-prone, inefficient data workflows for you, by extracting, analysing, and populating all asset data on one centralised platform.
Our highly secure yet flexible asset consolidation software helps you manage your portfolios in a holistic overview. You can produce high-quality investment reports in any format that meets your unique needs at a lower cost, and thus generate higher net returns.
During this 30-day free trial, you will have access to all our software features, including:
- 360-degree dashboard overview
- Consolidated position keeping
- Dedicated private equity space
- Client reporting
- Peers benchmarking
- Scenario and stress analysis
Once your free trial expires, you can continue with our free version account, where you can upload reports from up to 2 custodians with access to dashboard overview and consolidated position keeping features only.
Alternatively, feel free to call us to discuss more information about our customised version.