Finlight liberates you from repetitive manual tasks to consolidate all assets in one dashboard.

Are you struggling with lengthy and cumbersome processes to aggregate and collect investment reporting data from multiple platforms, software, banks etc.?

Watch our demo video below to see how we can help!

You can also start your free trial now to instantly discover how our software enables you to manage and analyse all your assets effectively by automating complex asset consolidation for you.

Built by a team of experienced family officers and wealth managers, Finlight provides an asset consolidation software that aggregates all your assets in minutes together with reliable ex ante and ex post risk-return insights.

Unlike current tools, our software covers all asset classes, including public and private assets, so that you can manage all your assets and portfolios from a single location. Our tool reads, extracts and analyses data from a list of different types of reports, including:

  • Bank statements in multiple languages
  • Bank statements showing capital call
  • Fund statements
  • Capital call, distribution notifications
  • Private Equity reports

If you wish to kick start your journey with us right away, start your free trial now to explore how our software retrieves, formats and consolidates investment data across multiple sources. 

At Finlight, we liberate your time from manual-intensive, inefficient data processes, so that you can operate at scale and manage your money from one centralised platform.

If you wish to learn more about our turnkey software, contact an advisor by filling in this form!