Automated Reports
Create multi-dimensional, pixel-perfect reports using custom or standard templates. Automate recurring reporting tasks and deliver consistent outputs across teams and clients.
Client & Business MI Reporting
Serve both external and internal audiences with tailored outputs. Whether it’s regulatory, performance, operational, or total wealth reporting, the engine adapts to your needs.
One-Click Distribution
Export reports as ready-to-share PDFs with a single click. Simplify delivery workflows and ensure timely access to critical information.
Advanced Customisation
Go beyond templates. Work with our team to configure layouts, data views, and branding to match your firm’s identity and reporting standards.
“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.”
