building the next generation of wealth and asset managers
Cloud-based, modular investment operating systems for wealth and asset managers.
Designed by industry experts using market leading 3rd party technologies and services delivered via Point Group integration's architecture.
Point Group provide our clients with a single point of contact and hosted platforms.
Delivering the stack of capabilities they need to grow, compete and succeed.
Selected from 3rd party market-leading companies with a focus on cloud native and open source technologies
We work with our clients to properly understand their businesses, their intent for the future and their technology requirements.
We identify, select and design the correct mix of technological tools and services best suited to meet their needs.
We integrate the new and existing technologies into data-centric systems that are greater than the sum of their parts. We configure these technologies to serve the interest of the business and the end client.
We manage and take responsibility for the technological requirements and performance of our clients’ systems on their behalf as their outsourced CTO.
Automate processes. Reduce key man risk. Make quicker decisions. Service more clients without increasing headcount. Grow.
Deliver accurate, interactive, multi-channel reporting. Nurture client relationships through intuitive, secure digital channels.
We are not restricted to the one-size-fits-all approach of proprietary technology or service providers. We choose capabilities provided by market-leading partner firms dependent on client requirements.
Focus on your competitive advantage let us provide you with ours: extensive in-house technical and operational expertise
Future proof your business by adding or removing capabilities as your needs change over time.
Our operating systems focus on the correct collection, management and exploitation of data. We get the data right, so your business and your clients receive the best possible user experience.
Remove the need for expensive, high-risk manual activity.
Data secure. Regulatory compliant.
A report by The Wealth Mosaic
a case study summary
A TWM Q&A with our CEO
Work with us. Partner us.