Point vs FA Solutions

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

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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FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Category
Portfolio Management

FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.

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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


The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.


The company is led by Juha Lehtonen, Founder & CEO.

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

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

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)