Operating Systems.

building the next generation of wealth and asset managers

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Integrated excellence.

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.

Capabilities & Features.

Point Group provide our clients with a single point of contact and hosted platforms.

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Delivering the stack of capabilities they need to grow, compete and succeed.

Digital Onboarding
Portfolio Management
Funds
Investment Book Of Record
Payments

Portal Dashboard
Trade Processing
Exchange Traded
Multi-Party Reconciliation
Cards

Advisor Portal
Model / Rebalance
Private Equity
Corporate Actions
Accounts

Private Digital Channel
Exposures
Alternatives
Data Warehouse
FX

Next-Gen Reporting
Performance
Real Estate
Custodian Interfaces
Loans

Consoldiated Reporting
Risk
Derivatives
General Ledger
Financial Crime

Platform Integration
ESG Impact
ART / Collectibles
Private Fund Accounting
Treasury

Digital Onboarding
Trade Processing
Funds
Data Warehouse
Cards

Portal Dashboard
Portal Management
Funds
Investment Book Of Record
FX

Digital Onboarding
Trade Processing
Funds
Investment Book Of Record
Corporate Actions

Private Digital Channel
Exposures
Alternatives
General Ledger
Payments

Selected from 3rd party market-leading companies with a focus on cloud native and open source technologies

Design Approach.

We build highly-efficient investment operating systems using proprietary and 3rd party technologies designed in response to client needs.

Our solutions may focus on building an entirely new system. Or to optimise existing technology stacks with new ‘tools’. Or simply concentrate on the proper configuration and integration of legacy systems.

Our process.

1.

Discovery

We work with our clients to properly understand their businesses, their intent for the future and their technology requirements.

2.

Design

We identify, select and design the correct mix of technological tools and services best suited to meet their needs.

3.

Build & Integrate

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.

4.

Run

We manage and take responsibility for the technological requirements and performance of our clients’ systems on their behalf as their outsourced CTO.

Benefits.

1 . Efficiency and scalability

Automate processes. Reduce key man risk. Make quicker decisions. Service more clients without increasing headcount. Grow.

2 . Improved end user experience

Deliver accurate, interactive, multi-channel reporting. Nurture client relationships through intuitive, secure digital channels.

3 . Tailored

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.

4 . Intelligence

Focus on your competitive advantage let us provide you with ours: extensive in-house technical and operational expertise

5 . Flexible

Future proof your business by adding or removing capabilities as your needs change over time.

6 . Data Accuracy

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.

7 . Automated

Remove the need for expensive, high-risk manual activity.

8 . Secure

Data secure. Regulatory compliant.

System Posts.

Data in Wealth Management

A TWM article by our CEO

Swiss WealthTech in 2021

A report by The Wealth Mosaic

enterprise ready SaaS tax reporting

a case study summary

digitally-enabled wealth management

a case study summary

WealthTec: Looking into 2021

A TWM Q&A with our CEO

System Design

a case study summary

See All Media

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