Why We Exist
The investment management industry is undergoing significant changes—technological, economic, regulatory, and social. To succeed, wealth and asset managers must quickly recognize, understand, and act on risks and opportunities as they arise.
Managers need to harness diverse data sources to drive insights, make informed decisions, and maintain strong client relationships through both good times and bad.
We exist to equip wealth and asset managers with the investment data intelligence they need to thrive. Our platform streamlines data operations, sharpens decision-making, and frees managers to focus on growing their businesses.
Our Story
Founded in 2017 by a team of industry veterans, Point has a proven track record of building data-driven Target Operating Models and enterprise-ready Investment Data Intelligence software for some of the most demanding clients in the sector.The Point Investment Data Intelligence (IDI) platform builds on this legacy. It’s specifically designed to address the industry's core challenge: capturing, leveraging, and unlocking the value of proprietary investment data to create scalable, profitable businesses.
Vision
As data, digital, and AI transformation reshape the investment management industry, Point is committed to pushing the boundaries of what’s possible.Through our R&D programme we continuously enhance our platform, integrating advanced AI, expanding analytical capabilities, and partnering with best-in-class technology providers to empower our clients with data-driven insights.
Our vision is a future where investment managers can instantly access the insights they need, anytime and anywhere, driving better client outcomes and accelerating business growth.
