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.
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)
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
Ownership
- Owned by management
Incorporated
- United Kingdom
Locations
- London
Top markets
- United Kingdom
- Switzerland
- Germany
- Channel Islands (Jersey, Guernsey)
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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Q
What is eXeer?
A
eXeer is an investment management solution.
Q
What does eXeer do?
A
eXeer offers a SaaS-based, data-first, modular investment management solution.
Q
How much does eXeer cost?
A
Annual License and a one-off onboarding fee.
In the media
