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.

Have a question regarding Point?

Contact Point directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.

Close
Lead Generation - Service Providers

Contact the Point team directly for assistance or to arrange a conversation by entering your details below.

Just a few more questions...

Close
Lead Generation - Simple Solutions

How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

Few more questions...

What sets Point 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

  • Data Aggregation 
  • Investment Book of Record (IBOR) 
  • Advanced Portfolio Analysis 
  • Consolidated Total Wealth Client Reporting 
  • Data Sharing & Integration

Top features

  • Data Aggregation & Reconciliation 
  • Independent Investment Book of Record (IBOR) 
  • AI Data Assistant
  • Consolidated Client Reporting
  • Custom Client Reporting
  • Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
  • Multi-geography & Multi-currency 
  • Open Data Sharing & Integration

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

Security

  • Hosted on Azure 
  • Encrypted
  • Multi-factor Authentication

Integrations

  • Custom: Point API Open Data Sharing Toolkit 
  • Expersoft PM1 
  • Orca 
  • Moneyinfo 
  • Investglass CRM

Mobile App

  • Yes (via integration partner)

Type of data

  • Transaction Level

Accuracy

The system provides users with an independent Investment Book of Record (IBOR) updated on a daily basis (subject to data provider), allowing reconciliation at the transaction, position (cash, security) valuation and performance.

Custodians

  • Multiple direct and indirect

Time to new custodian

  • 1 – 3 months 

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

  • Onboarding fee 
  • Licence fee (variable on AUM/AUA bands) 
  • Data service fee (variable per connected custodians

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 
  • Key staff have ownership 
  • External investors

Incorporated

  • UK

Locations

  • UK

Top markets

  • UK 
  • Switzerland 
  • UAE 
  • USA

Focus

  • Single-family offices, 
  • Multi-family offices, 
  • Private Banks, 
  • Wealth Consolidators

Secondary focus

  • Asset servicing companies, trusts,  
  • Investment & Financial Advisors (RIAs/IFAs)

Number of clients

  • 0 – 10

Request References

Point Reviews

Sign in to read or leave reviews for Point

Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Point.

Leave Review

Support & Services

Learn what support and services you can expect

Support options

Dedicated Client Success

Pricing of support

Free support
On a use basis for customisation, data migration etc.

Onboarding

Average 60-90 days

Customisation

Embedded ‘custom’ analytics capability
Reports branded during onboarding
Custom analytics dashboard

Bespoke development

Client-specific software and feature development

Added services

Data migration
Through partners: Software development & Data entry

Wondering how Point compares to other companies?

We also reviewed some other Data Aggregation Providers

prizmadesk

PrizmaDesk PrizmaDesk

Slovenia
Portfolio Management

PrizmaDesk is a comprehensive portfolio consolidation platform. We provide a centralised repository of precise, full-picture investment data for family offices and high...

Vitech

Vitech

United States of America
Portfolio Management

Vitech’s solutions are built upon a solid foundation of systems engineering and architecture software combined with the experience of our professional services team.

Wealth Management Software

Wealth Objects

United Kingdom
Data Aggregation

We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions, and to...

point

Point Point

United Kingdom
Data Aggregation

The Point Investment Data Intelligence (IDI) platform streamlines data aggregation, analysis and reporting for investment managers.

FAQs

FAQs about Point

Q
What is Point?
A
Point is an investment management solution.
Q
What does Point do?
A
Point offers a SaaS-based, data-first, modular investment management solution.
Q
How much does Point cost?
A
Annual License and a one-off onboarding fee.