Point vs Nasdaq

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.

Nasdaq for Family Offices

Portfolio Management

Nasdaq Asset Owner Solutions helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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

–

500+

1971

Owned by a larger corporation

United States of America

New York
Atlanta
Dallas
London
Edinburgh
Tacoma
Hong Kong
Charlottesville
Sydney

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

Pensions
Foundations
Endowments
Family Offices
OCIOs
Financial Advisors
Sovereign Wealth
Funds
Superannuations
Insurers

Single-family offices
Multi-family offices
Independent financial advisors
Registered investment advisors
Fund managers
Banks

1000+

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
Portfolio management
Risk management
Impact/ESG reporting

Data aggregation and management
Manager due diligence
Multi-asset class Portfolio analytics
Modelling future outcomes
Keeping shareholders informed
Focusing team resources
Centralized document management

Bankable assets
Private equity
Real estate

GPDR

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)

Serviced software
SAAS

Several integrations are provided. Reach out if you are interested in learning about our integrations.

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