eXeer by Point Group

The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth.

eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers. Two, it enables users to make intelligence-led decisions by understanding their data, and connects them with it via a suite of intuitive digital reporting tools. Three, eXeer facilitates the integration of family office tech stacks, providing the capability for users to create customized, modular and agile operating models.

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What sets eXeer apart?

"We enable family offices to engage their principals, unlock the value of their data and future-proof their operations through data-first investment management solutions and deep sector expertise."
Tom Williams

Products and services

Get an overview of what this software does.

Main Tasks

  • Consolidated reporting
  • Data aggregation
  • Foundation
  • Technology provider

Top features

  • Ability to Whitelabel
  • Custom Reports
  • Digital Excellence
  • Full Multi-Currency Support
  • Proven Agility
  • Custom Development Service

Assets supported

  • Bankable or Financial Assets & Funds
  • Private Equity & Direct Investments
  • Real Estate
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles

Whitelabel

  • Yes

Type Of Software

  • SAAS
  • Serviced software

Integrations

  • Microsoft Sharepoint
  • Excel
  • Auth0
  • Expersoft PM1

Mobile App

  • Yes

Type of data

Transaction level

Accuracy

The system provides users with an independent Investment Book of Record (IBOR) allowing reconciliation at transaction, position (cash, security) valuation and performance.

Custodians

Multiple direct and indirect

Time to new custodian

2 weeks

Multi-currency

  • Users can set multiple base currencies
  • Users can separate holding level gain/loss from currency gain/loss
  • Based on holding/position data
  • Based on transaction data

Cost structure

  • Feature based
  • Data based (per data feed integrated)
point group

Category

Data Aggregation

Country

United Kingdom

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Get in touch with eXeer by Point Group

tom williams

Tom Williams

Key Company Info

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 0-10

Founded

  • 2017

Incorporated

  • United Kingdom

Locations

  • London

Top 5 Markets

  • United Kingdom
  • Switzerland
  • Germany
  • Channel Islands (Jersey, Guernsey)

Ownership

  • Owned by management

Focus

  • Multi-family offices

Secondary focus

  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Banks

Number

  • 3 single family offices
  • 2 multi-family offices
  • 4 registered investment advisors

Support & services

Learn what support and services you can expect

Support options

Dedicated contact

Pricing of support

Free support
On use basis

Onboarding

4 weeks

Customisation

Asset master, asset attributes, groupings (e.g. region and sector)
Portfolio aggregation
Transaction types
Reporting
Digital engagement suite

Bespoke development

Client-specific software and feature development
Bespoke report design and build
Business Intelligence data capabilities

Added services

Software development
Data entry

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