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Pioneering Excellence in Investment Data Intelligence.
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Data. First

Wealth and asset managers face challenges 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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Investment Data Intelligence

We are leaders in Investment Data Intelligence (IDI).

Our cutting-edge platform enables investment managers to make smart, data-driven decisions, engage with their clients, and scale for the future by building data-first businesses. 

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Why Point

Data-First Investment Management

Unlock the value of your investment data with our transformative Investment Data Intelligence platform.

Single Source of Truth

Point aggregates your investment data across all asset classes, banks and managers to build your own independent Investment Book of Record (IBOR).

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Analysis Engine

Sweat your investment data with our flexible, intuitive and sophisticated analytics, generating insights for portfolio and relationship managers, C-Suite and finance teams, and the ops function.

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Seamless data integration

Our Open Data platform shares accurate and reconciled investment data with your existing tech solutions and integrates with best-in-class 3rd party solutions enabling you to build the Target Operating Model (TOM) you need now, and in the future. 

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Pixel-Perfect PDF

Our report engine automatically creates customised, pixel-perfect PDF branded client reports to meet client and stakeholder needs. 

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Accurate & reliable

Our intuitive interface (and soon our AI assistant) allows you to answer client questions instantly based on a reconciled, updated and accurate data set.

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Automate & Derisk

We provide your data foundation and remove barriers to growth by replacing high-risk manual tasks with automated data collection, management and exploitation excellence. 

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Data First. AI Ready

The future of investment management will be enabled by AI, and those who prepare today will lead tomorrow.

Our platform lays the groundwork to harness AI advancements, and with the launch of our AI Investment Data Assistant in Q4 2024, you'll be able to access and engage with your investment data like never before.

 

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To lead in the coming AI transformation, wealth and asset managers need a well-organized data architecture. Without one, AI insights will be limited to the data available. Our platform integrates and streamlines your investment data, preparing you to fully leverage AI’s potential.

In addition, our internal AI R&D is continuously unlocking new ways to deliver value. By Q4 2024, you’ll have the ability to directly engage with your investment data through your own AI-powered Investment Data Assistant.

This always-on AI assistant will deliver instant answers across your organization — empowering relationship managers to respond to client queries, enabling portfolio managers to optimize strategies, and helping your C-suite assess performance across multiple portfolios.

The Point AI assistant will become your team’s Most Valuable Data Player, and as AI evolves, so will we. With AI-driven agents on the horizon, Point will continue to be at the forefront of this shift —empowering investment managers to make data-driven decisions, enhance client engagement, and scale effortlessly.

Ready to Transform Your Investment Data Management?

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