Point
Investment Data Intelligence for Wealth and Asset Managers in the age of AI
The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.
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About Point
Wealth and asset managers face challenges in organising and unlocking the value trapped in complex investment data.
The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing.
IDI focuses on the exploitation of investment data to support agile, flexible and data-driven investment management businesses. Our cutting-edge platform enables investment managers to make smart, data-driven decisions, engage with their clients, and scale for the future by building data-first businesses.
More Details
| Attribute | Details |
|---|---|
| Categories | Consolidated Reporting, Data Aggregation, Foundation, Technology provider |
| Features | Ability to Whitelabel, Custom Development Service, Custom Reports, Digital Excellence, Full Multi-Currency Support, Proven Agility |
| Target Segments | Banks, Independent financial or investment advisor, Multi-family office, Single-family office |
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