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No, Point is not a traditional PMS. It is an Investment Data Intelligence (IDI) platform designed to integrate with your existing PMS, providing advanced analytics, reporting, data aggregation, and seamless integration across systems.

The Point platform includes a data warehouse to centralize, store, and organize investment data efficiently. This allows you to unlock powerful analytics, ensure data consistency, and access a single source of truth for reporting and decision-making.

No, Point is not a CRM platform. However, it can integrate seamlessly with existing CRM systems to enhance client and portfolio insights through aggregated and validated investment data.

Point does not offer a native end-client portal. Instead, it provides the data infrastructure and integration capabilities needed to support and power client-facing applications or portals already in use.

AI relies on high-quality, structured data to deliver accurate insights. A data warehouse ensures that your data is centralized, validated, and AI-ready—empowering advanced analytics, machine learning, and predictive capabilities for the future.

Traditional PMS solutions primarily focus on managing portfolios. Point goes further by aggregating, validating, and analyzing data across systems, providing a holistic view of your investment data and unlocking insights that PMS tools alone cannot deliver.

Persistent data ensures that historical and current data is stored reliably over time. This is critical for accurate trend analysis, compliance, auditing, and consistent reporting—key to effective decision-making.

A data warehouse stores structured, processed data optimized for analytics and reporting, whereas a data lake stores raw, unstructured, or semi-structured data. Point’s data warehouse focuses on delivering clean, validated data ready for actionable insights.

A Target Operating Model (TOM) outlines the ideal structure, processes, and systems for your organization to achieve its business goals. Point helps organizations design a TOM by streamlining investment data management and aligning systems for efficiency.

Point uses a flexible, subscription-based pricing model. Costs are based on factors like the size of your organization, the number of data integrations, and the specific modules you require. This ensures you only pay for what you need.

Onboarding typically takes between 4 to 12 weeks, depending on the complexity of your data environment and integrations. The Point team works closely with you to ensure a smooth and efficient implementation process.

We provide a dedicated onboarding team to assist with configuration, data mapping, and integration. After onboarding, you receive access to ongoing support, including a help desk, training resources, and a customer success manager.

Yes, Point is designed to seamlessly integrate with your existing tech stack, including PMS, CRM, reporting tools, and other data systems. This enables you to maximize the value of your current infrastructure while enhancing it with Point’s capabilities.