20 St Thomas Street, London, SE1 9RS, United Kingdom
Helping family offices mitigate uncertainty
Focus on your core talents
Family offices are both underserved or overserved when it comes to portfolio management technologies. This means that critical tasks such as cross-asset aggregation or mapping risks remain time-consuming, slow, complicated and expensive.
As family officers ourselves, we have combined forces with top tech experts to create a flexible asset management software that enables you to remain on top of what matters: to answer principals’ information request and keep risks under control, without the stress.
We make asset aggregation and oversight cost-effective. Unlike existing solutions, we eliminate the dependency on complex and insufficiently secured processes such as using banking APIs. We also open up a universe of talented, vetted resources through the Finlight network.
Finlight brings unparalleled access to IT competencies, audit and family office practitioners. We can help you map, assess and price your operational costs and processes. This provides family offices, wealth managers and asset managers with a formalised process review that is in line with the SOCC1 report framework. Furthermore, we......
Family offices and institutionally-sized allocators lack access to technological solutions that flexibly and efficiently solve their needs. The existing software and tools currently available are inadequate because: - They are too specialised or expensive to meet their operational requirements - They have complex data management and upload processes - They are unable to handle private equity......