An Investment Data Intelligence (IDI) platform
The Point platform empowers wealth and asset managers to build data-first businesses by aggregating, analysing, visualising, and sharing investment data.
Point enhances decision-making and client engagement, providing the foundation for building a scalable business by integrating best-in-class tech from across the industry.
Five Elements
Collect transactional investment and market data from multiple custodians and managers across all asset classes.
Our flexible approach to aggregation allows us to support managers of all types and sizes.
Maintain a single source of truth for all investment data.
The IBOR (database one) provides an accurate, reconciled and automatically updated record of all assets. This is the foundation for analysis and reporting.
Employ a scalable and extensible data warehouse capability.
This architecture (database two) maintains analytical flexibility and delivers historical analysis, auditability, and traceability of data, ensuring data can be exploited for use by investment, client relationship, leadership, finance and ops teams.
Enable seamless data sharing and integration with third-party solutions.
The Open Data-sharing capability supports flexible and modular operating models, allowing for customised technology ecosystems to be built from a reliable data foundation.
Interact easily and simply with your data through intuitive dashboards, pixel perfect client reporting and embedded customizable analytics.
“Talk to your data” via your own AI data assistant (coming Q4 2024) and get instant responses to your questions.
Real-World Use Cases
Investment data aggregation
Consolidate multiple investment books of record into one single source of truth. Deliver multi-custodial, multi-asset class investment strategies, or unlock economies of scale by bringing multiple books of business under one roof.
Client Reporting
Create pixel-perfect, customizable total asset PDF client reports automatically and at scale. Ensure your clients receive timely, accurate and complete pictures of their total wealth.
Portfolio Analysis
Analyze portfolio performance, risk, exposure and other measures with advanced customizable, analytical tools. Empower your Chief Investment Officer, your relationship managers, your C-Suite and your finance team by putting the power of data in their hands.
Client Engagement
Answer client questions instantaneously without the need for lengthy manual data interrogation processes. Share accurate and reconciled data with your inhouse app and portal, or benefit from our integrations with best-in-class providers.
Systems Integration
Design the Target Operating Model (TOM) that you need for your stage of growth, whether you are starting up, scaling up, a large institution or growing through acquisition. Underpin your operating model with accurate, reconciled investment data, unlock its value and integrate best-in-class technologies from 3rd party providers.