Independent Investment Book of Record (IIBOR)
Maintain a single source of truth for all investment data. Our next-generation IIBOR ensures consistency, accuracy, and reliability across your entire data ecosystem.
Scalable Data Warehouse
Centralise and store historical data with a bi-temporal, extensible architecture. Designed for scale, our warehouse supports advanced analytics and seamless integration with downstream systems.
Aggregation Interface
Collect and harmonise data from multiple sources using automated workflows, AI-powered enrichment, and self-serve feed management. Reduce operational overhead and accelerate onboarding.
Data Sharing Interface
Deliver trusted data across your technology stack. Integrate third-party components, enable Data-as-a-Product, and ensure your teams and clients receive the right data at the right time.
“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.”
