Six Platforms, One Dashboard: How Thorgeir Einarsson Reclaimed His Time
Thorgeir Einarsson, CEO of Elevera Advisers, was spending hours a week reconciling investments across six platforms. Findex gave him a single, accurate view — automatically.
Thorgeir Einarsson
CEO, Elevera Advisers
The problem with having investments everywhere
Thorgeir Einarsson runs Elevera Advisers, a boutique investment advisory firm based in Stockholm. As a hands-on investor himself, he holds positions across Nordea, SEB, Avanza, Nordnet, and two private equity holdings — each with its own portal, its own data format, and its own update schedule.
Every week, Thorgeir would open six different tabs, export CSV files, copy figures into a master spreadsheet, and try to get a coherent picture of where he stood. It took anywhere from two to four hours.
"It wasn't just time-consuming — it was error-prone. I'd have a figure from Tuesday at one bank and Friday at another, and my net worth number was always slightly wrong."
The spreadsheet was always stale by the time he finished building it.
Evaluating the alternatives
Thorgeir looked at a handful of wealth aggregation tools before settling on Findex. His criteria were simple: direct integrations with Swedish banks, a clean interface that didn't require a manual, and something that would stay up to date without him touching it.
Most tools he evaluated required manual CSV uploads or only connected to one or two of his institutions. Findex was the only platform with native support for the full set of Swedish banks and brokerages he used.
The setup took under 20 minutes.
What changed after connecting
From day one, Thorgeir had a consolidated net worth figure that updated automatically — no manual imports, no stale data, no reconciliation. The Midas AI Agent immediately flagged an allocation drift he hadn't noticed: his tech exposure had crept above 40% of his portfolio without him actively deciding to increase it.
The Investor Relations module added another layer of value. Several portfolio companies he's invested in use Findex to manage their shareholder communication, which means their updates flow directly into his Findex dashboard rather than arriving as PDFs in his email inbox.
Key changes since adopting Findex:
- Automatic sync across all six connected platforms — real-time positions, no manual imports
- Unified net worth view including listed equities, unlisted holdings, and cash positions
- Midas AI Agent surfacing allocation drift and concentration risk on a weekly basis
- IR dashboard for portfolio company updates and share ledger data in one place
- Reduced weekly admin from 2–4 hours to under 10 minutes
The result
Thorgeir describes the shift simply: he went from managing information to managing his portfolio. The hours he used to spend on data reconciliation now go toward advisory work, client relationships, and new investment research.
"Everything is gathered in one place automatically and I also love the intuitive UX."
Elevera Advisers has since recommended Findex to three institutional clients looking for a consolidated view of their venture portfolios.
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