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
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 ListTechnology
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
