complex financial reporting.

a case study summary

“We used Point Group to manage the development and deployment of a complex financial reporting platform. Their team’s deep understanding of financial data, analytics and technology proved invaluable for this project. As a result, our system was delivered on time, to spec and on budget”

– James Hoare, Managing Director, MPI.


Working with our development partners Metasite, we designed, built and helped MPI launch their new portal providing investment advisors with access to independent intelligence and analysis on discretionary investment managers; and managers with a channel to the advisors.


The Managed Portfolio Indices (MPI) is a free to use STEP member service to help private client advisors find, compare and select discretionary investment managers for their clients.


The new owners of the MPI service wanted to offer their users with a cutting edge digital experience, supplying both investment advisors and mangers with accurate, timely and actionable intelligence via an intuitive interface.

This required a complete redesign of the user experience; a rebuild of the legacy technology on modern cloud native infrastructure ; expanded portfolio capabilities; and the introduction of a capability to allow portal users to communicate.

Complicating the design was the requirement to ensure the technological platform worked alongside and supported the brand new processes that resulted from the separation of MPI from its original owners


Point Group worked as our client’s technology partner to bring their vision for the portal to the market.

We developed the specification for delivery with the client and built the correct delivery team to deliver against that requirement alongside Metasite.

Throughout the engagement we acted as MPI’s CTO, providing the interface between the business vision and operational requirements and the technology build and implementation.

Working closely with our UX team our financial portfolio experts ensured the translation from business need to technology design was managed smoothly.

We rebuilt the application on a cloud native technology stack.

Provide the interface between the business vision and the technology implementation.


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