Finlight is an AI-powered reporting and data management platform tailored for family offices, wealth managers, and investment professionals. Designed to reduce the manual burden of financial reporting, compliance, and data aggregation, Finlight provides intelligent automation tools that streamline key back-office functions.
By combining advanced AI and machine learning with finance-specific workflows, Finlight empowers investment managers to produce accurate reports, stay compliant, and focus more on strategic decisions rather than administrative work.
Features
Automated Reporting: Generate customizable, professional-grade investment reports with minimal manual input.
Data Aggregation Engine: Consolidate data from multiple custodians, bank accounts, and portfolio sources in one place.
Compliance Monitoring: Track regulatory compliance using AI-based rules and alerts to reduce audit risk.
Document Management: Secure storage and categorization of investment documents, statements, and contracts.
Custom Dashboards: Visualize key portfolio metrics, exposure, risk, and performance in real-time.
Multi-Asset Support: Works with equities, bonds, real estate, private equity, and alternative investments.
Secure Collaboration: Share controlled access with clients, partners, or auditors.
How It Works
Sign Up on finlight.me as an investment office, wealth manager, or family office.
Integrate Data Sources: Connect your custodians, banks, and investment platforms securely.
Automate Reporting Workflows: Use prebuilt or customizable templates to generate recurring financial reports.
Monitor Compliance: Define rules for exposure limits, diversification, or regional compliance—Finlight flags any breaches.
Collaborate Securely: Provide investors or internal teams with read-only or full-access dashboards.
The platform adapts to the unique needs of small to mid-size wealth management firms seeking digital efficiency.
Use Cases
Family Offices: Track and report on multi-asset portfolios across generations with minimal effort.
Wealth Managers: Reduce time spent on quarterly and annual client reports.
Independent Advisors: Maintain compliance and deliver data transparency to clients.
Private Equity Back-Offices: Aggregate investment data and automate performance summaries.
Audit Preparation: Organize documentation and compliance evidence for faster audit completion.
Pricing
As of the latest update from https://finlight.me, Finlight follows a custom pricing model:
Tailored Subscription Plans
Pricing depends on the number of portfolios, assets under management (AUM), and required features.
All plans include data security, basic reporting, and compliance modules.
Optional onboarding support and integrations may carry additional cost.
Contact the Finlight team directly for a custom quote or demo via their website’s inquiry form.
Strengths
Purpose-built for investment professionals
Saves time and resources by automating repetitive back-office tasks
Designed for security and data privacy compliance
Customizable templates for a professional look and consistent formatting
Scales with growing portfolios and firm complexity
Drawbacks
Requires initial setup and integration with third-party platforms
Custom pricing may be less accessible for very small or early-stage firms
Not targeted toward retail investors or solo traders
Some advanced features may require training or onboarding sessions
Comparison with Other Tools
Finlight vs Addepar
Addepar offers deep analytics but is enterprise-focused. Finlight is more accessible for boutique firms and family offices.
Finlight vs Black Diamond (SS&C)
Black Diamond integrates deeply with financial CRMs. Finlight emphasizes AI automation for leaner teams.
Finlight vs Excel-Based Reporting
Traditional spreadsheets are time-consuming and error-prone. Finlight replaces them with intelligent automation and real-time accuracy.
Customer Reviews and Testimonials
Though specific testimonials are not publicly listed on the homepage, user feedback reported via professional networks highlights:
“It cut our reporting workload by 70%—a game-changer for a small team like ours.”
“Easy to set up, yet powerful enough to manage our complex portfolio structure.”
“Great value for boutique firms that need efficiency without enterprise overhead.”
“Compliance features helped us avoid regulatory fines—worth every penny.”
These endorsements reflect Finlight’s usability, ROI, and specialized value for the wealth management niche.
Conclusion
Finlight is a transformative tool for investment professionals seeking to automate back-office processes, streamline compliance, and enhance client reporting. Its AI-powered workflows are tailor-made for the modern wealth manager who wants to cut down on manual work and focus on strategic asset oversight.
For family offices, RIAs, and portfolio managers looking for a secure, scalable, and intelligent reporting solution, Finlight offers a strong combination of performance and practicality.
