Audit-Ready by Design
Maintain a complete, transparent record of data flows, transformations, and ownership and ensure full auditability at every step.
Real-Time Data Validation
Continuously monitor data quality with automated checks and alerts, so issues are caught before they impact decisions.
Exception Management
Identify, track, and resolve data issues with built-in workflows that support collaboration across teams and systems.
Reconciliation Tools
Compare and align data across sources, custodians, and systems with consistency and completeness across your investment stack.
“Outstanding client service lies at the core of our business and with Point as a strategic technology partner, that is exactly what we have been able to achieve.”
"Point is the foundation of our data architecture, seamlessly collecting, normalizing, and analyzing diverse data sources to power our applications. From automated feeds to manual inputs, the platform transforms complexity into clarity with effortless management and robust automation. By treating data as a strategic asset, Point enables the whole Amana Wealth team to unlock its full potential, driving smarter decisions and operational excellence.".
“Point enables control, oversight and accurate reporting of our investment data, allowing us to focus on providing informed advice to our clients and grow our business without investing in unscalable processes”.
“After the success of the first five years, we are delighted to extend our partnership with Point. Through this relationship, we’ve been able to improve our operational efficiencies and reporting capabilities for our UHNW clients, many of whom have a complex mix of assets. As we look ahead, it’s clear that investing in systems is the bedrock of growth for our firm. We are excited about the next stage of development, as CapGen becomes a leader in data-first investment management.”
