Company Finder

Go back to Companies

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

    Access a detailed overview of the world's leading service providers.

    Join our community and become a Simple member today.

    Not yet a member? Sign up for free and use your preferred social network as a one-click login

    Or register using your e-mail address

    register new account
    Simple solutions for complex times.
    Exit mobile version