Point vs eXeer by Point Group

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.
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point

Point

Category
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.

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point

Point

Category
Data Aggregation

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.

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Company
Employees

  • 0-10

Revenue

Founded

  • 2017

Ownership

  • Owned by management 
  • Key staff have ownership 
  • External investors

Incorporated

  • UK

Locations

  • UK

Top markets

  • UK 
  • Switzerland 
  • UAE 
  • USA

Total AUM

Avg. AUM per client


  • 0-10



  • 2017


  • Owned by management 
  • Key staff have ownership 
  • External investors


  • UK


  • UK


  • UK 
  • Switzerland 
  • UAE 
  • USA



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


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


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


  • 0 – 10

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

  • Yes


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


  • 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


  • Bankable or Financial Assets & Funds 
  • Private Equity & Direct Investments 
  • Real Estate 
  • Foreign Exchange 
  • Lifestyle Assets & Rare Collectibles



  • 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
  • Serviced Software


  • Hosted on Azure 
  • Encrypted
  • Multi-factor Authentication



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


  • Yes (via integration partner)