The Intelligence Engine
Experience the power of our Intelligence Engine, offering both persistent and on-demand analytics that turn investment data into actionable insights. Our platform delivers cross-client and cross-asset client analysis, equipping portfolio managers, relationship teams, and executives with real-time and enduring intelligence.
The Reporting Engine
Effortlessly generate automated, fully customisable reports—ready to go at the push of a button. For clients or internal stakeholders, your reports are transformed into clear, branded reports and are instantly download-ready as PDFs for easy sharing and sending. Explore how seamlessly you can create and distribute the information you need, with just one click.
Point AI
Unlock the power of AI-driven investment intelligence, custom analytics, and seamless data integration— with the flexibility to connect to your preferred third-party AI agents and apps. Generate insights, transform unstructured data into valuable insights, and access on-demand client intelligence.
Data Integrity Interface
Make every decision with confidence, backed by data you can trust. Our Data Integrity Interface ensures data is audit-read and transparent, while robust reconciliation and exception management tools give your team the assurance needed to act swiftly and accurately.
.png "Point_Artwork_solutions-diagrams_v02 (2)")
Data-first
IDI prioritises data. It delivers the foundation from which to make intelligence-led decisions, engage clients and unlock the opportunities new tech such as AI can deliver.
Enhanced Decision-Making
With IDI, investment managers have access to accurate, timely, and comprehensive data that supports informed decision-making.
Operational Efficiency
Automation of routine tasks and streamlined data processes reduce operational risks and free up valuable resources.
Scalability
IDI solutions are designed to grow with your business, accommodating increasing data volumes and evolving business needs.
Client Engagement
High-quality, real-time data and insights enhance client reporting and engagement, leading to improved client satisfaction and retention.
Competitive Advantage
Firms leveraging IDI are better positioned to navigate the complexities of the investment landscape, ensuring they stay ahead of the competition.
