W&P chooses eXeer.
Investment analytics and reporting
“from the outset we wanted to harness the power of data systems to enable the business to scale organically".
Wealth manager William & Partners has chosen Point Group’s eXeer platform to provide it with consolidated investment analytics and reporting.
William & Partners, established in 2020 by William Proger and Tony Edwards, provides advice and expertise across investments, consultancy and private office services, bringing together decades of knowledge and experience in wealth management and the law. Set up to provide wealth advisory and investment management services to UK-based high and ultra high net worth clients, the business has grown significantly over the last three years.
William Proger, said “from the outset we wanted to harness the power of data systems to enable the business to scale organically. As a new entrant we saw our ‘last mover advantage’ as key in being able to integrate technology without the cost and complexity of legacy system
integration. Point Group provided expert advice, design and implementation support as we moved through the process, and their eXeer platform provides us with a leading bespoke reporting and analytics solution for our clients and advisers.”
The eXeer platform provides William & Partners with a platform that delivers consolidated client reporting, analytics, and an independent investment book of record by aggregating transaction-level portfolio data from multiple underlying platforms and custodians.
Tom Williams, CEO of Point Group, said “We have designed eXeer to provide investment managers with a data keystone – a single source of analysed data truth to drive intelligence-led decision-making and client engagement. The scalable nature of eXeer allows businesses such as W&P to control their data, and build the operating model they need for each stage of their growth by facilitating the integration of 3rd party tech solutions. It has been a pleasure to work with W&P as they build the business and we look forward to supporting the team as they grow.”
Fintech, Point Group, designs and runs data-first operating platforms for investment managers, and has a background in building enterprise-ready technology for financial services.