AI Client Intelligence (Coming soon)
Instantly generate critical intelligence for meetings and calls—combining portfolio, market, sentiment, and client data into a single, actionable view.
FusionDocs
Convert unstructured financial PDFs documents into structured, queryable data—automatically uploaded into the Point IBOR for immediate use. We starting with cash statements and moving onto alternatives and investment statements.
Point Investment Assistant (Coming Soon)
Talk to your data. Anytime, anywhere. Our conversational AI assistant will let you query investment data in natural language—no dashboards, no delays.
AI Integration
Seamlessly connect with the AI agents and applications of your choice. Whether it’s internal tools or third-party platforms, Point AI fits into your ecosystem.
“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.”
