Point vs Venn by Two Sigma

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.

Venn by Two Sigma

Portfolio Management

Venn applies Two Sigma’s expertise in research, data science and technology to modernize the analytics experience and help institutional investors embrace a quantitative approach to multi-asset portfolio risk and investment decision making.

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

–

11-50

–

2017

Owned by a larger corporation

United States of America

New York City

United States of America
United Kingdom
Hong Kong

$10 trillion

–

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)

Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Asset Managers
Brokers/Broker-Dealers
Wealth Managers

Venn has hundreds of clients of all sizes

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

Portfolio management & reporting

Transparency
Ability to Whitelabel
Custom Reports

Bankable or Financial Assets & Funds
Foreign Exchange
Private Equity & Direct Investments
Real Estate

–

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

–

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