Point vs Sensiba

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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sensiba-logo

Sensiba

Category
Accounting

Sensiba provides best-in-class technology tools suited for each client’s situation, preferences, and needs, backed with robust security and unparallel visibility through custom dashboards. They are a certified Sage Intacct Partner and have deep expertise in cloud-based technology solutions.

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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


  • 100-500


-


  • 1977


Key staff also have ownership


United States of America


  • Pleasanton, CA
  • Bend, OR
  • Fresno, CA
  • Portland, OR
  • San Jose, CA
  • San Mateo, CA


United States of America


-


-

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


  • Individual wealth owners
  • Multi-family offices
  • Endowments
  • Foundations
  • Software and technology providers


  • 17 single family offices
  • 2 multi-family offices
  • 3 foundations
  • 6 software

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


  • Accounting
  • Consolidated Reporting


  • Custom development service
  • Digital excellence
  • Visionary purpose
  • Custom reports


  • Cash & equivalents
  • Private equity
  • Direct private equity
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Residential


GDPR


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


Other


  • Bill
  • Knowledger
  • Banking through Sage Banking Cloud
  • Credit Cards


No


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