The Missing Fourth Layer
Why AI Cannot Scale Without an Enterprise Data Intelligence Layer
Data, Discipline and the Drive to Win: What Wealth Management Can Learn from the Six Nations
Opinion Editorial published on 13 March 2026, Professional Wealth Management (PWM), a Financial Times publication
The AI Moment for Wealth Management Isn’t About AI - It’s About Data
Opinion Editorial, originally published on 10 March 2026, on LinkedIn
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 …
From Metrics to Meaning: How Point’s Intelligence Engine Transforms Investment Analytics
Performance metrics are more than just numbers—they’re the foundation of trust, transparency, and strategic decision-making.
From Ledger to LLM: A wealth manager’s 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 …
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 …
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 …