AES International Partners with Point to Launch Scalable, Data-First Wealth Management Infrastructure
A collaboration that modernises AES’s operations with Point’s Investment Data Intelligence platform, boosting efficiency, transparency, and growth readiness.
Point and moneyinfo: Delivering Clean analysed Investment Data to the Client Portal
We’re excited to share that Point has completed an integration with moneyinfo, the UK-based client portal and digital engagement platform tailored for wealth ma …
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 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 …
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 …
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 …
Point deepens strategic partnership with CapGen focusing on advanced analytics and reporting
We are pleased to share that Capital Generation Partners (CapGen) has extended its strategic technology partnership with Point Group for an additional five year …