Engineered Investing

Floodlight is a portfolio construction and
investment planning tool for financial advisers.

Build customized asset allocations, analyse historical and projected performance,
run spending and scenario analyses, match to funds in the market and much more.

It's simple, flexible and rigorous. Light up your investing. 

see the features    
from stress testing to fund selection
manage your clients    
each with unique personal profiles
tailor portfolios    
design customised asset allocations
Floodlight is the only strategic asset allocation and portfolio construction tool you’ll need!
Develop a customized asset allocation
Use the investor’s risk tolerance and investment needs to develop a customized asset allocation.
 
 
 
 
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Understand the allocation’s performance and nature
The allocation is analysed to understand its behaviour in different conditions, and is adjusted in order to shape it to the client’s needs.
 
 
 
 
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Generate an investable portfolio
A range of securities are mapped to the allocation in order to make the portfolio real and executable.
 
 
 
 
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Manage your clients and customize the service
Manage all your clients and their portfolios, and customize the kind of service you want delivered to them through Floodlight.
 
 
 
 
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Floodlight is easy to use and unlocks investing insights
 
At each step in the process, we show how to interpret the analysis, give an understanding of why it matters and provide the ability to adjust the portfolio based on this.
 
Your business is about your customers, and we help you serve them better
 
You can choose to give your clients access to the service on their own, customise the investment template used to develop portfolios and provide a full range of reporting on the portfolio construction.
 
Floodlight. Engineered Investing.
Floodlight is web-based software
 
This means no downloading or software configuration, get immediate access from anywhere in the world or on the road, and updates to the data and application happen automatically.
 
We host the service in world-class data centres that not only ensure maximum uptime but also ensure your data is backed up, safe and secure.