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Point deepens strategic partnership with CapGen focusing on advanced analytics and reporting

Written by Tom Williams | Jul 25, 2024 2:15:00 PM

We are pleased to share that Capital Generation Partners (CapGen) has extended its strategic technology partnership with Point Group for an additional five years. This renewal highlights the shared dedication of our firms to advancing innovation in investment data analytics and reporting.

 

A Partnership Rooted in Innovation and Progress

This extension strengthens a collaboration between our two firms that commenced in 2019. We will continue to develop CapGen’s tailored investment analytics and reporting platform, which underpins their growth, client engagement and decision making. The partnership harnesses the capabilities of the investment analytics platform tailored to CapGen's unique service offering, ensuring they remain at the forefront of an increasingly intricate and data-centric industry. This five-year renewal underscores both companies’ dedication to broadening the horizons of data-driven decision-making and enhancing the quality of client service.

Integration. Analytics. Reporting.

 

The state-of-the-art Point platform complements and enhances the capabilties of CapGen's core Portfolio Management System (PMS) provided by Expersoft. The seamless integration offers a versatile and scalable solution tailored to CapGen’s specific reporting and analytical requirements.

With the Point platform, CapGen benefits from:

  • Advanced Analytics: The platform supports intelligence-driven investment and business decisions at the single and cross-client levels, covering all asset classes.

  • Automated Client Reporting: The Point platform provides automated, highly tailored, flexible, and personalized client reporting, reducing manual tasks, freeing up resources, and minimizing risk.

Building on a Strong Foundation

 

CapGen, like many foreward-thinking investment managers, is driven by the necessity to incorporate sophisticated data analytics and personalized reporting with robust operational workflow capabilities. This is essential in a market that increasingly demands greater transparency, precision, and speed in data processing. The Point platform, along with its integration with best-in-class third-party systems, ensures it possesses the capabilities required to make superior investment decisions, offer outstanding client experiences, and efficiently scale its operations.

This partnership underscores Point’s expertise in investment data management, providing a robust and adaptable Investment Data Intelligence capability that utilizes advanced analytics to deliver actionable insights for all CapGen teams.

 

Leading the Way in Investment Data Intelligence

As we look ahead, the collaboration between CapGen and Point Group is more than a technological partnership; it's a strategic initiative with the aim of supporting CapGen's growth whilst maintaining their commitment to client excellence.

We are thrilled to continue this journey with CapGen, delivering enhanced data-driven solutions that set a new benchmark for investment management.

Stay tuned for further updates as we continue to innovate and lead in the world of investment data intelligence.