“Outstanding client service lies at the core of our business and with Point as a strategic technology partner, that is exactly what we have been able to achieve.”
"Point is the foundation of our data architecture, seamlessly collecting, normalizing, and analyzing diverse data sources to power our applications. From automated feeds to manual inputs, the platform transforms complexity into clarity with effortless management and robust automation. By treating data as a strategic asset, Point enables the whole Amana Wealth team to unlock its full potential, driving smarter decisions and operational excellence.".
“Point enables control, oversight and accurate reporting of our investment data, allowing us to focus on providing informed advice to our clients and grow our business without investing in unscalable processes”.
“After the success of the first five years, we are delighted to extend our partnership with Point. Through this relationship, we’ve been able to improve our operational efficiencies and reporting capabilities for our UHNW clients, many of whom have a complex mix of assets. As we look ahead, it’s clear that investing in systems is the bedrock of growth for our firm. We are excited about the next stage of development, as CapGen becomes a leader in data-first investment management.”
“As a forward-thinking fiduciary financial life manager serving international families and businesses, we needed a data-first foundation to support analytics, reporting, and integration. Point enables us to intelligently consolidate and control our data, allowing us to scale while remaining flexible. This will ultimately enable us to work more efficiently, and therefore focus more on strategic thinking and delivering real value to clients.”
