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Finlight

Finlight

Category
Consolidated Reporting
HQ
United Kingdom

We make investment reporting data easy to analyse and integrate with any tool.

Investment reporting is a slow and cumbersome process that all stakeholders hate. We make it quicker and cheaper regardless of your existing processes and asset mixes.Our software automates and standardises reporting data so that you can easily upload it into any tool.We also provide you with a peers-enriched reporting dashboard that allows you to benchmark your portfolios against your community of peers.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

Employees

11-50

Revenue

$300k

Founded

2016

Ownership
  • Owned by management
  • Clients are also owners
  • Key staff also have ownership
Incorporated

United Kingdom

Locations
  • London
  • Brussels
Top 5 Markets
  • Belgium
  • Germany
  • Luxembourg
  • United Kingdom
  • Switzerland
Total AUM

$5B

Clients

Facts about the clients

Focus

Single-Family Offices

Serves also
  • Individual Wealth Owners
  • Multi-Family Offices
  • Fund managers
  • Financial advisors
  • Banks
Number
  • 10 single family offices
  • 2 multi family offices
  • 2 pension funds
  • 1 asset manager
  • 1 trustee, 1 aggregator
References

Robert Barge
Etienne de Merlis
Steven Pattyn

Request References

What Finlight`s clients say

"It is important to me that the Finlight team comes from the single family office world. As such, they have, unlike others, hands-on experience and understanding of our daily investment management challenges."

Robert Barge

Bikbergen, a single family office

Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Consolidated Reporting
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
Top features
  • Automated PE/VC reporting data extraction
  • Automated pdf reporting statement extraction
  • Central, front office-like, position keeping with integrated order creation tools
  • With the following optional features
  • Upload into third party software (Bloomberg, LinksAnalytics)
  • PE cash-flows planning
  • Peers-enriched, consolidated dashboard
  • Portfolio risk and performance analysis
Assets supported
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles
Compliance

GDPR

Whitelabel

Yes

Download Detailed Feature List
Technology

Look under the hood

Type Of Software

SaaS

Security
  • Secure server in Switzerland with multiple firewalls
  • Two cyber security companies to test and monitor our security on a daily basis
  • Anonymous client information
  • Dual security login with clear access
Ecosystem

Java
Linux

Integrations
  • Bloomberg <PORT>
  • Links Analytics
  • In-house systems
  • Automatically learning data conversion dictionary
Mobile App

Yes

Reporting-specific features

They handle reporting like this

Type of data

Transaction level

Accuracy
  • Extraction of data from reporting, trade notification received from custodians
  •  Inclusion of pending trades/commitments users save/create via the platform
  •  Independent pricing
  •  Creation of users’ aggregate portfolio and computation as a peers’ benchmark, adjusted per risk level
Time to new custodian

2 days

Multi-currency
  • Set multiple base currencies
  • Separate holding level gain/loss from currency gain/loss
  • Based on holding/position data
  • Based on transaction data
Pricing & Co

Learn about the commercials

Cost structure

50% of time and costs saved

Average cost p.a.

$10-25k

Support & Services

Learn what support and services you can expect

Support options

Dedicated contact, General contact mail or phone

Pricing of support

Free support, On use basis

Onboarding

1 week

Customisation

Data analytics such as risk analytics

Bespoke development

Algorithm development, server location, asset allocation tagging

Added services

Data entry

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