How to build a wealth manager: Your Target Operating Model
Over the last decade, technology has transformed how investment businesses operate. Yet while tools have evolved, many operating models have not. The result? Bu …
Point Named in WealthTech100
Recognition, validated by the industry. We’re proud to share that Point has been named to the WealthTech100 2025 list — a curated annual ranking of the world’s …
Point and InvestGlass announce integration to empower investment managers
Point and InvestGlass announce integration to empower investment managers with seamless Investment Data Intelligence (IDI) and CRM capabilities Point is excited …
Turning Market Volatility Into Opportunity: Why It All Starts With the Right Data
Volatility’s back. Again. Rates, geopolitics, inflation—take your pick. Every day, something moves, and the temptation is always to react. Volatility doesn’t ju …
From IPO Decline to Portfolio Repositioning: The Role of Investment Data Intelligence in Market Agility
The investment management industry is undergoing significant transformations. Macroeconomic volatility, evolving market structures, and rapidly changing investo …
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, we go through 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 …