--- title: blog (2) description: News and insights that will help you unlock the value of data for wealth and asset management (2) image: https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Use%20Case%20-%20Automation%20and%20Derisking.png --- [![Point Logo 2](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Logo%20and%20Fav/Point%20Logo%202.svg "Point Logo 2")](https://pointgroup.io/) [![Point Logo 2](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Logo%20and%20Fav/Point%20Logo%202.svg "Point Logo 2")](https://pointgroup.io/) - [Platform](https://pointgroup.io/investment-data-intelligence-platform) - Solutions ### Solutions - ##### by Company Type - [SFO (Single Family Office)](https://pointgroup.io/solutions/single-family-offices) - [MFO (Multi Family Office)](https://pointgroup.io/solutions/multi-family-offices) - [Advisory Manager](https://pointgroup.io/solutions/advisory-managers) - [Discretionary Manager](https://pointgroup.io/solutions/discretionary-managers) - [Wealth Consolidator](https://pointgroup.io/solutions/wealth-consolidators) - ##### by Use Case - [Consolidated Reporting](https://pointgroup.io/solutions/idi-for-consolidated-reporting) - [Portfolio Analysis](https://pointgroup.io/solutions/idi-for-portfolio-analysis) - [Client Engagement](https://pointgroup.io/solutions/idi-for-client-engagement) - [Data Aggregation](https://pointgroup.io/solutions/data-aggregation) - [Systems Integration](https://pointgroup.io/solutions/idi-for-system-integration) - ##### Modules - [Investment Data Platform](https://pointgroup.io/investment-data-platform) - [Intelligence Engine](https://pointgroup.io/intelligence-engine) - [Reporting Engine](https://pointgroup.io/reporting-engine) - [Point AI](https://pointgroup.io/point-ai) - [Data Integrity Interface](https://pointgroup.io/data-integrity-interface) - [TOM Design](https://pointgroup.io/target-operating-model-tom-design) --- - [Company](https://pointgroup.io/about-us) - Resources ### Resources - - [Blog](https://pointgroup.io/blog) - [Case Studies](https://pointgroup.io/case-studies) - [Guide](https://pointgroup.io/target-operating-model-tom-design) --- [![Screenshot 2025-04-09 at 14.32.03](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Screenshot%202025-04-09%20at%2014.32.03.png?width=294&height=420&name=Screenshot%202025-04-09%20at%2014.32.03.png)](https://pointgroup.io/target-operating-model-tom-design) - [Partners](https://pointgroup.io/partners) More results [Request a Demo](https://pointgroup.io/request-a-demo) [Request a Demo](https://pointgroup.io/request-a-demo) [Request a Demo](https://pointgroup.io/request-a-demo) - [Platform](https://pointgroup.io/investment-data-intelligence-platform) - Solutions for - [Single Family Office](https://pointgroup.io/solutions/single-family-offices) - [Multi Family Office](https://pointgroup.io/solutions/multi-family-offices) - [Advisory Managers](https://pointgroup.io/solutions/advisory-managers) - [Discretionary Managers](https://pointgroup.io/solutions/discretionary-managers) - [Wealth Consolidators](https://pointgroup.io/solutions/wealth-consolidators) - Use Cases - [Consolidated Reporting](https://pointgroup.io/solutions/idi-for-consolidated-reporting) - [Portfolio Analysis](https://pointgroup.io/solutions/idi-for-portfolio-analysis) - [Client Engagement](https://pointgroup.io/solutions/idi-for-client-engagement) - [Data Aggregation](https://pointgroup.io/solutions/data-aggregation) - [Systems Integration](https://pointgroup.io/solutions/idi-for-system-integration) - Modules - [Investment Data Platform](https://pointgroup.io/investment-data-platform) - [Intelligence Engine](https://pointgroup.io/intelligence-engine) - [Reporting Engine](https://pointgroup.io/reporting-engine) - [Point Ai](https://pointgroup.io/point-ai) - [Data Integrity Interface](https://pointgroup.io/data-integrity-interface) - [TOM Design](https://pointgroup.io/target-operating-model-tom-design) - [Company](https://pointgroup.io/about-us) - Resources - [Blog](https://pointgroup.io/blog) - [Case Studies](https://pointgroup.io/case-studies) - [Partners](https://pointgroup.io/partners) - [Request a Demo](https://pointgroup.io/request-a-demo) # All Topics [All Topics](https://pointgroup.io/blog)[Article](https://pointgroup.io/blog/tag/article)[News](https://pointgroup.io/blog/tag/news) [What Wealth Management Can Learn from the Six Nations](https://pointgroup.io/blog/data-discipline-and-the-drive-to-win) ![Point - Six Nations Blog](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Point%20-%20Six%20Nations%20Blog.png?width=1257&height=848&name=Point%20-%20Six%20Nations%20Blog.png) [Article](https://pointgroup.io/blog/tag/article) ### What Wealth Management Can Learn from the Six Nations Opinion Editorial published on 13 March 2026, Professional Wealth Management (PWM), a Financial Times publication Mar 13, 2026, 11:30:00 AM 4 min read [The AI Moment for Wealth Management Isn’t About AI - It’s About Data](https://pointgroup.io/blog/the-ai-moment-for-wealth-management-isnt-about-ai) ![](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Point_funding-announcemen%20t_blog-image_v02.png) [Article](https://pointgroup.io/blog/tag/article) ### The AI Moment for Wealth Management Isn’t About AI - It’s About Data Opinion Editorial, originally published on 10 March 2026, on LinkedIn Mar 10, 2026, 2:30:00 PM 2 min read [Point launches AI Meeting Briefs, built on trusted data](https://pointgroup.io/blog/point-launches-ai-meeting-briefs-built-on-trusted-data) ![Point launches Int Briefing, deterministic AI meeting briefs built on trusted, reconciled investment, client and market data.](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Point%20Brief%20generator_Landing%20page%20image_v02.jpg?width=1200&height=794&name=Point%20Brief%20generator_Landing%20page%20image_v02.jpg) [News](https://pointgroup.io/blog/tag/news) ### Point launches AI Meeting Briefs, built on trusted data A deterministic AI capability that produces meeting-ready briefs in seconds using verified, reconciled and fully traceable investment, client and market data. Feb 16, 2026, 2:37:04 PM 2 min read [What is an Investment Book of Record (IBOR)?](https://pointgroup.io/blog/what-is-an-investment-book-of-record-ibor) ![Featured\_image\_blog](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Featured_image_blog.png?width=552&height=276&name=Featured_image_blog.png) [Article](https://pointgroup.io/blog/tag/article) ### What is an Investment Book of Record (IBOR)? Understanding the role of IBOR, why different definitions exist, and how it fits within a modern investment data architecture Jan 8, 2026, 11:30:00 AM 6 min read [Don’t Let AI Do Your Maths: The Case for Deterministic Analytics](https://pointgroup.io/blog/dont-let-ai-do-your-maths-the-case-for-deterministic-analytics) ![blog\_image\_1200x628](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/blog_image_1200x628.png?width=1200&height=628&name=blog_image_1200x628.png) [Article](https://pointgroup.io/blog/tag/article) ### Don’t Let AI Do Your Maths: The Case for Deterministic Analytics Deterministic analytics and clean, auditable data are essential for effective AI in investment management. Without a trusted data foundation, AI introduces risk … Dec 12, 2025, 12:59:01 PM 2 min read [Top 8 Criteria for Investment Data Orchestration Platforms](https://pointgroup.io/blog/top-8-criteria-for-investment-data-orchestration-platforms) ![Featured\_image\_blog](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Featured_image_blog.png?width=552&height=276&name=Featured_image_blog.png) [Article](https://pointgroup.io/blog/tag/article) ### Top 8 Criteria for Investment Data Orchestration Platforms A guide for wealth and asset managers in the AI era Oct 1, 2025, 12:00:00 AM 4 min read [7 Signs You Need Investment Data Orchestration](https://pointgroup.io/blog/7-signs-you-need-investment-data-orchestration) ![blog\_image\_1200x628](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/blog_image_1200x628.png?width=1200&height=628&name=blog_image_1200x628.png) [Article](https://pointgroup.io/blog/tag/article) ### 7 Signs You Need Investment Data Orchestration For many mid-sized investment managers, growth rarely stalls because of strategy. More often, it slows under the weight of fragmented systems, manual processes, … Oct 1, 2025, 12:00:00 AM 6 min read [From Metrics to Meaning: Transforming Investment Analytics](https://pointgroup.io/blog/from-metrics-to-meaning-how-points-intelligence-engine-transforms-investment-analytics) ![TOM-Blog-banner\_v01](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/TOM-Blog-banner_v01.png?width=1200&height=628&name=TOM-Blog-banner_v01.png) [Article](https://pointgroup.io/blog/tag/article) ### From Metrics to Meaning: Transforming Investment Analytics Performance metrics are more than just numbers—they’re the foundation of trust, transparency, and strategic decision-making. Aug 13, 2025, 10:54:34 AM 2 min read [From Ledger to LLM: 10-Minute Test for AI-Ready Data](https://pointgroup.io/blog/from-ledger-to-llm-a-wealth-managers-10-minute-test-for-ai-ready-data) ![IMG](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/IMG.png?width=1332&height=900&name=IMG.png) [Article](https://pointgroup.io/blog/tag/article) ### From Ledger to LLM: 10-Minute Test for AI-Ready Data If an auditor turned up tomorrow and asked for the exact dataset your next AI model will use, could you hand it over clean, documented and bias-checked within a … Jul 14, 2025, 2:33:55 PM 6 min read [AES & Point | Scalable, Data-First Wealth Management Infrastructure](https://pointgroup.io/blog/aes-partnership-release) ![Point x AES - partnership\_lanscape](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Point%20x%20AES%20-%20partnership_lanscape.jpg?width=1200&height=629&name=Point%20x%20AES%20-%20partnership_lanscape.jpg) [News](https://pointgroup.io/blog/tag/news) ### AES & Point | Scalable, Data-First Wealth Management Infrastructure A collaboration that modernises AES’s operations with Point’s Investment Data Intelligence platform, boosting efficiency, transparency, and growth readiness. Jul 3, 2025, 10:01:40 AM 2 min read Load More Stories   ## Your next technology decision shouldn’t determine your future. Your technology will change. Your operating model will evolve. New applications and AI capabilities will emerge. Your investment data foundation should remain yours. [Request a Demo](https://pointgroup.io/request-a-demo) #### [![Point Logo footer](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Logo%20and%20Fav/Point%20Logo%202.svg)](https://pointgroup.io) .point is a leader in Investment Data Intelligence (IDI), offering cutting-edge solutions that aggregate, analyze, visualize, and share investment data. 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