With Finlight, you save time and cost while managing money more effectively.

Are you struggling with lengthy and cumbersome processes to aggregate and collect investment reporting data from multiple platforms?

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

Built by a team of experienced family officers and wealth managers, Finlight provides a portfolio 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 learn more about our turnkey software, contact an advisor by filling in this form!