The Target Operating Model: The Precursor to Technology Investment
As wealth and asset managers navigate an increasingly dynamic landscape, the ability to adapt and scale operations is critical. A well-designed Target Operating …
The Evolution of Portfolio Management Systems: Why Investment Data Intelligence (IDI) Is the Future
In an industry defined by complexity, wealth and asset managers are tasked with managing a growing volume of investment data across multiple custodians, asset c …
Data first investment management: A Library
In this short paper, Point Group’s Head of System, Vahid Mesri, explains the thinking behind the Point Investment Data Intelligence (IDI) platform.
Point Secures Seed Investment to Supercharge Growth in Investment Data Intelligence
We are thrilled to announce a major milestone for Point as we have successfully secured seed investment. This new capital injection, alongside our already estab …
Point Recognized in Forbes for Leading Family Office Technology Solutions
In a major milestone for Point , our platform, has been recognized as a leading solution in Forbes' 2024 Family Office Software & Technology Review. This ac …
The Role of Investment Data Intelligence in Transforming Wealth Management
In the ever-evolving landscape of wealth management, data has become a strategic asset. Yet, many investment managers struggle with fragmented systems, manual p …
Point deepens strategic partnership with CapGen focusing on advanced analytics and reporting
We are pleased to share that Capital Generation Partners (CapGen) has extended its strategic technology partnership with Point Group for an additional five year …
Transforming CapGen’s Wealth Management Operations
CapGen is a prominent investment manager dedicated to building and managing portfolios for families, endowments, and individual investors. Their approach combin …