of eXeer. This is the key component of eXeer and acts as your investment platform's analytical brain. Our engine provides you with a 'single source of data truth'.
eXeer is a modular SaaS-based investment data management solution. eXeer enables investment managers to aggregate, analyse and visualise their investment data, and easily integrate new data feeds and third-party technology solutions into their operating model as and when they need.
The eXeer technology solution is delivered over the internet, and it is centrally hosted on Point Group managed public cloud infrastructure.
Users access eXeer through their web browsers with no need for clients to manage any server-side installation of software.
eXeer is a modular solution allowing clients to select the configuration that is right for them.
This allows clients to use capabilities provided by 3rd party provided products in place of the eXeer modules if required.
Our pricing model has been designed to support our clients scale (both AUM and client numbers) without incurring corresponding increasing platform costs.
Our simple and transparent fee model comprises an annual licence and a one-off initial onboarding fee.
In support of the core eXeer solution we offer a range of support services. These include back-office and operational technology support for those clients starting up or wishing to maintain minimal internal headcount.
eXeer focuses on the collection, management and exploitation of data from multiple ‘Sources of Record’. We get the data right, so your business and clients can make timely, intelligence-led decisions.
We deliver accurate, automatically generated reporting and intuitive digital user experiences. Build deep relationships complementing your face-to-face engagements with intuitive digital experiences.
Obtain clarity over multiple portfolios and asset classes from multiple managers. Deliver consolidated reporting, risk and total wealth analysis and oversight to clients of all sizes.
Automate your processes. Make quicker decisions. Service more clients without growing headcount. Grow your AUM. Expand your proposition by embedding complementary financial products.
Access the right mix of tech and data tools when you need it, as your business develops. Do not restrict your business to the one-size-fits-all approach of monolithic technology or service providers.
Reduce your dependency on key individuals in your organisation, remove high-risk, low-value manual activities, focus your people on your clients and on your competitive advantage.