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 …
Top 8 Criteria for Investment Data Orchestration Platforms
A guide for wealth and asset managers in the AI era
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, …
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.
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 …
CapGen: Scaling Complex Operations Without Compromise
Capture Generation Partners (CapGen), a specialist investment firm serving ultra-high-net-worth clients, partnered with Point to overcome critical operational c …
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: It All Starts With 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 …
IPO Decline to Portfolio Repositioning: Investment Data & 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 …