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 …
Data first investment management: A Library
In this short paper, we go through the thinking behind the Point Investment Data Intelligence (IDI) platform.
The Role of Investment Data Intelligence in Transforming Wealth Management
In the ever-evolving landscape of wealth management, data has become a strategic asset. Yet, many investment managers struggle with fragmented systems, manual p …
Transforming CapGen’s Wealth Management Operations
CapGen is a prominent investment manager dedicated to building and managing portfolios for families, endowments, and individual investors. Their approach combin …