--- title: Investment Data Transformation Expertise | Point description: Point specialists deliver operating-model design, investment data remediation, technology integration and custom AI analytics, in one trusted data platform image: https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/featured-expertise.png --- [![Point Logo 2](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Logo%20and%20Fav/Point%20Logo%202.svg "Point Logo 2")](https://pointgroup.io/?hsLang=en) [![Point Logo 2](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Logo%20and%20Fav/Point%20Logo%202.svg "Point Logo 2")](https://pointgroup.io/?hsLang=en) - [Platform](https://pointgroup.io/investment-data-intelligence-platform) ### Platform - ##### by Use Case - [Consolidated Reporting](https://pointgroup.io/solutions/idi-for-consolidated-reporting) - [Portfolio Analysis](https://pointgroup.io/solutions/idi-for-portfolio-analysis) - [Data Aggregation](https://pointgroup.io/solutions/data-aggregation) - [Systems Integration](https://pointgroup.io/solutions/idi-for-system-integration) --- - [Expertise](https://pointgroup.io/expertise) - Solutions ### Solutions - ##### by Company Type - [SFO (Single Family Office)](https://pointgroup.io/solutions/single-family-offices) - [MFO (Multi Family Office)](https://pointgroup.io/solutions/multi-family-offices) - [Advisory Manager](https://pointgroup.io/solutions/advisory-managers) - [Discretionary Manager](https://pointgroup.io/solutions/discretionary-managers) - [Wealth Consolidator](https://pointgroup.io/solutions/wealth-consolidators) - ##### Modules - [Investment Data Platform](https://pointgroup.io/investment-data-platform) - [Intelligence Engine](https://pointgroup.io/intelligence-engine) - [Reporting Engine](https://pointgroup.io/reporting-engine) - [Point AI](https://pointgroup.io/point-ai) - [Data Integrity Interface](https://pointgroup.io/data-integrity-interface) - [TOM Design](https://pointgroup.io/target-operating-model-tom-design) --- - Company ### Company - - [About Us](https://pointgroup.io/about-us) - [Partners](https://pointgroup.io/partners) --- - Resources ### Resources - - [Blog](https://pointgroup.io/blog) - [Case Studies](https://pointgroup.io/case-studies) - [Guide](https://pointgroup.io/target-operating-model-tom-design) --- More results [Request a Demo](https://pointgroup.io/request-a-demo?hsLang=en) [Request a Demo](https://pointgroup.io/request-a-demo?hsLang=en) [Request a Demo](https://pointgroup.io/request-a-demo?hsLang=en) - [Platform](https://pointgroup.io/investment-data-intelligence-platform) - Solutions for - [Single Family Office](https://pointgroup.io/solutions/single-family-offices) - [Multi Family Office](https://pointgroup.io/solutions/multi-family-offices) - [Advisory Managers](https://pointgroup.io/solutions/advisory-managers) - [Discretionary Managers](https://pointgroup.io/solutions/discretionary-managers) - [Wealth Consolidators](https://pointgroup.io/solutions/wealth-consolidators) - Use Cases - [Consolidated Reporting](https://pointgroup.io/solutions/idi-for-consolidated-reporting) - [Portfolio Analysis](https://pointgroup.io/solutions/idi-for-portfolio-analysis) - [Client Engagement](https://pointgroup.io/solutions/idi-for-client-engagement) - [Data Aggregation](https://pointgroup.io/solutions/data-aggregation) - [Systems Integration](https://pointgroup.io/solutions/idi-for-system-integration) - Modules - [Investment Data Platform](https://pointgroup.io/investment-data-platform) - [Intelligence Engine](https://pointgroup.io/intelligence-engine) - [Reporting Engine](https://pointgroup.io/reporting-engine) - [Point Ai](https://pointgroup.io/point-ai) - [Data Integrity Interface](https://pointgroup.io/data-integrity-interface) - [TOM Design](https://pointgroup.io/target-operating-model-tom-design) - [Company](https://pointgroup.io/about-us) - Resources - [Blog](https://pointgroup.io/blog) - [Case Studies](https://pointgroup.io/case-studies) - [Partners](https://pointgroup.io/partners) - [Request a Demo](https://pointgroup.io/request-a-demo) # Platform and Expertise Delivered as One Point was built by practitioners who have spent years tackling fragmented data and disconnected technology. That expertise shaped the platform and helps clients transform faster, with less risk. **Technology is part of the solution. Expertise is what unlocks its value.**   ![Point Expert Services Wealth Managrs](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Point_Artwork_3-3.png?width=600&height=600&name=Point_Artwork_3-3.png) ## Applying expertise in practice  Our expertise can be applied across the lifecycle of change, from strategy and operating-model design through implementation, optimisation and AI enablement.  ## ![Target Operating Model Design](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Target%20Operating%20Model%20Design.svg) ## Target Operating Model Design Design operating models that align people, processes, technology and data around your business objectives. More [here](https://pointgroup.io/target-operating-model-tom-design?hsLang=en). ## ![Data Migration & Remediation](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Data%20Migration%20%26%20Remediation.svg) ## Data Migration & Remediation Assess, cleanse, migrate and remediate investment data to create a trusted foundation for reporting, analytics and AI. ## ![Technology Integration](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Technology%20Integration.svg) ## **Technology Integration** Integrate the technologies your business needs around a trusted, independent investment data foundation. ## **![Custom Analytics & AI Solutions](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Custom%20Analytics%20%26%20AI%20Solutions.svg)** ## **Custom Analytics & AI Solutions** Develop bespoke analytics, dashboards, insights and AI-enabled capabilities tailored to your requirements. - Target Operating Model - Data Migration & Remediation - Technology Integration - Custom Analytics & AI Solutions - Target Operating Model - Data Migration & Remediation - Technology Integration - Custom Analytics & AI Solutions ## Platform + Expertise The Point platform is the product of years of investment management, data and technology experience. Our expertise helps clients maximise its value, and the platform turns that expertise into operational capability.  ## Together they create a foundation for: ![Better reporting](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Better%20reporting.svg) #### Better reporting ![Better decision-making](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Better%20decision-making.svg) #### Better decision-making ![Greater operational efficiency](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Greater%20operational%20efficiency.svg) #### Greater operational effiency ![FASTER TECHNOLOGY](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/FASTER%20TECHNOLOGY.svg) #### Faster technology change ![AI READY ICON](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/AI%20READY%20ICON.svg) #### AI-ready investment data ## Delivered by specialists Every engagement is different. Point specialists deliver some projects directly, while others are delivered with our network of carefully selected partners. Clients get the right expertise, on a consistent investment data foundation through the Point platform.   [See our network of partners](https://pointgroup.io/-temporary-slug-928bd563-28f8-4cf5-9418-00474e839a90?hsLang=en) ![Point partners](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/IMG-2.png?width=600&height=405&name=IMG-2.png) ## Enhance your delivery with Point Many consulting and transformation projects define a future-state operating model but lack a repeatable, proven investment data foundation to deliver it. Point provides one that consultants, advisers and transformation specialists can build into their delivery model.  [Become a Partner](https://pointgroup.io/contact-us?hsLang=en) [![connected](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/connected.png?width=600&height=405&name=connected.png)](https://pointgroup.io/-temporary-slug-928bd563-28f8-4cf5-9418-00474e839a90?hsLang=en) ## Your next technology decision shouldn’t determine your future. Your technology will change. Your operating model will evolve. New applications and AI capabilities will emerge. Your investment data foundation should remain yours. [Request a Demo](https://pointgroup.io/request-a-demo?hsLang=en) #### [![Point Logo footer](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Logo%20and%20Fav/Point%20Logo%202.svg)](https://pointgroup.io?hsLang=en) .point is a leader in Investment Data Intelligence (IDI), offering cutting-edge solutions that aggregate, analyze, visualize, and share investment data. About Point - [What is IDI?](https://pointgroup.io/what-is-investment-data-intelligence?hsLang=en) - [Our Platform](https://pointgroup.io/investment-data-intelligence-platform?hsLang=en) - [Our Team](https://pointgroup.io/about-us?hsLang=en) - [Contact Us](https://pointgroup.io/contact-us?hsLang=en) - [FAQ](https://pointgroup.io/faq?hsLang=en) Solutions for - [Single Family Office](https://pointgroup.io/solutions/single-family-offices?hsLang=en) - [Multi Family Office](https://pointgroup.io/solutions/multi-family-offices?hsLang=en) - [Advisory Managers](https://pointgroup.io/solutions/advisory-managers?hsLang=en) - [Discretionary Managers](https://pointgroup.io/solutions/discretionary-managers?hsLang=en) - [Wealth Consolidators](https://pointgroup.io/solutions/wealth-consolidators?hsLang=en) Use Cases - [Consolidated Reporting](https://pointgroup.io/solutions/idi-for-consolidated-reporting?hsLang=en) - [Portfolio Analysis](https://pointgroup.io/solutions/idi-for-portfolio-analysis?hsLang=en) - [Client Engagement](https://pointgroup.io/solutions/idi-for-client-engagement?hsLang=en) - [Data Aggregation](https://pointgroup.io/solutions/data-aggregation?hsLang=en) - [Systems Integration](https://pointgroup.io/solutions/idi-for-system-integration?hsLang=en) Copyright © 2026 Point Group Limited - [Terms and Conditions](https://pointgroup.io/terms-and-conditions?hsLang=en) - [Privacy Policy](https://pointgroup.io/privacy-policy?hsLang=en) - [Cookie Policy](https://pointgroup.io/cookies-policy?hsLang=en)