Point vs Ethic

You are looking for alternatives to Point. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Point

Data Aggregation

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.

Ethic

Impact & ESG

Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.

Employees

0-10

Revenue

–

Founded

2017

Ownership

Owned by management
Key staff have ownership
External investors

Incorporated

Locations

Top markets

UK
Switzerland
UAE
USA

Total AUM

–

Avg. AUM per client

–

50-100

< $50 million

2015

Key staff also have ownership
External investors (neither clients nor staff)
Clients are also owners
Owned by management

United States of America

New York City

–

As of July 2022: $2 billion

–

Client

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

Investment & Financial Advisors (RIA / IFAs)

Individual wealth owners
Single family offices
Multi-family offices

109 RIAs
12 single family offices
7 multi-family offices
6 institutional consultants

Product

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

Compliance

–

Whitelabel

Consolidated Reporting
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training

Sustainability research and resources
Sustainability diagnostic on existing assets
Tax optimisation and harvesting

Bankable or Financial Assets & Funds

Yes

Technology

Type Of Software

SAAS
Serviced Software

Security

Hosted on Azure
Encrypted
Multi-factor Authentication

Ecosystem

–

Integrations

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

Mobile App

Yes (via integration partner)

SaaS

–

Java

Software integrations can be discussed on a case-by-case basis.

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