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.
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
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
Latest News from Point
Stay up to date with the latest news and developments
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FAQs
FAQs about Point
What is Point?
Point is an investment management solution.
What does Point do?
Point offers a SaaS-based, data-first, modular investment management solution.
How much does Point cost?
Annual License and a one-off onboarding fee.
