Finlight vs PCR Comparison

You are looking for alternatives to Finlight. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
Go back to Finlight
finlight, family office software, portfolio management software, consolidated reporting software

Finlight

Category
Consolidated Reporting

UK-based Finlight makes investment reporting data easy to analyze and integrate through their platform that executes consolidated reporting, data aggregation, portfolio and risk management, and trading. A peer-enriched reporting dashboard also allows for portfolios' benchmarking against those of community peers.

Read more
PCR

PCR

Category
Data Aggregation

America's PCR combines over two decades of experience and technology to help family offices achieve data independence. By streamlining how their sensitive investment data is aggregated, managed, and used in reporting and other operations, they are able to automate the many complexities of family wealth management.

Read more
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

Avg. AUM per client

-


50-100


-


2002


  • Owned by management
  • Key staff also have ownership
  • External investors


United States


  • Wilton
  • New York
  • Amsterdam


  • United States of America
  • Switzerland
  • Canada
  • United Kingdom


$500B


-

Client
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


Banks


  • Single-Family Offices
  • Multi family offices
  • Financial advisors
  • UHNWIs
  • Wealth Tech Providers


140

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


  • Data Aggregation
  • Data Management
  • Data Warehouse


  • Digital Consent safely streamlines authorization
  • 500+ Feed Sources and any statement source
  • Automated Statement/Capital Call/Distribution processing
  • Accounting-based approach delivers analytic ready data
  • Pre-packaged integrations stream data into your accounting, reporting and other systems
  • Ground-breaking privacy tech ensures your data is safe
  • Full-transparency and control through online portal monitoring tools.


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high value jewelry)
  • Business Interests
  • Hedge Funds


  • GDPR
  • PSD2


Yes

Technology
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


SaaS


  • Pseudonymized Architecture separates personally identifying information from investment data
  • GDPR compliant processing
  • SOC-2 compliance
  • Best practices security management, encryption and data handling


Microsoft


  • AllVue
  • Tamarac
  • Addepar
  • Private Wealth Systems
  • Risclarity
  • Asset Vantage
  • Black Diamond
  • Orion
  • GRMA
  • HWA
  • Datafaction
  • Finartis
  • D1G1T
  • Salesforce
  • 10+ other private labels.


No

Simple solutions for complex times.