eXeer. your data-first modular investment management solution.

Data-first investment management.
Aggregate. Analyse. Visualise. Share.

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Data keystone.

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.

As your business grows and your proposition develops, eXeer integrates new data feeds as and when you need them.
Data Aggregation

Automate your data collection from custodians, alternative investment managers, platforms and market data providers.

Element One: Data Warehouse
For the storage of raw and analytics data. Provides data for client engagement and integration with 3rd party systems.
Element Three: Analytics Engine
Performance. Performance contribution attribution. Risk.
Element Two: IBOR
Your Investment Book of Record. Transactions, Security Master, Market Data, Valuations.

Our core data analytics engine sits at the centre
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'.
System Interface:
Input manual transactions. Define asset groupings. Assign benchmarks to asset groups and portfolios for reporting. Control your system.
Analytics Portal:
View your clients' data, make decisions based on actionable intelligence and provide timely, considered advice.

Business Engagement Provide your people with intuitive digital experiences and provide them with the tools to engage your clients and their investments.
PDF reports
SSRS reports include transactions, valuations, performance, performance (Gross, Net), contribution, valuation breakdown by clients' custom attributes (asset class, sector, etc.). They also include risk metrics like draw-down, Sharpe, Information and Sortino ratios, as well as benchmark performance analytics for portfolios and asset groups.

Digital Portal (in development):
Your client's key digital interface where they can view and drill down into their key figures.

App (in development)
Display your clients' key portfolio metrics on their handheld smart devices. Allow your clients to see their high-level transactions, valuations, performance and contribution.

Client Engagement Our suite of client engagement tools allows you to support your face-to-face communications with intuitive adaptable and flexible channels.
eXeer enables you to embed 3rd party financial products alongside your own to create unique value propositions.
Adapt your tech stack as your business needs change over time by adding new capabilities such as PMS/OMS, onboarding platforms, CRM/CLM solutions, portfolio optimization and risk tools.
eXeer breaks down technology silos and builds systems that are greater than the sum of their parts.

Technology Integration

eXeer facilitates the integration of your existing tech stack and the inclusion of new technologies enabling you to create an operating platform tailored to match your needs.

As your business grows and your proposition develops, eXeer integrates new data feeds as and when you need them.
Data Aggregation

Automate your data collection from custodians, alternative investment managers, platforms and market data providers.

Element One: Data Warehouse
For the storage of raw and analytics data. Provides data for client engagement and integration with 3rd party systems.
Element Three: Analytics Engine
Performance. Performance contribution attribution. Risk.
Element Two: IBOR
Your Investment Book of Record. Transactions, Security Master, Market Data, Valuations.

Our core data analytics engine sits at the centre 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’.
System Interface:
Input manual transactions. Define asset groupings. Assign benchmarks to asset groups and portfolios for reporting. Control your system.
Analytics Portal:
View your clients’ data, make decisions based on actionable intelligence and provide timely, considered advice.

Business Engagement Provide your people with intuitive digital experiences and provide them with the tools to engage your clients and their investments.
PDF reports
SSRS reports include transactions, valuations, performance, performance (Gross, Net), contribution, valuation breakdown by clients’ custom attributes (asset class, sector, etc.). They also include risk metrics like draw-down, Sharpe, Information and Sortino ratios, as well as benchmark performance analytics for portfolios and asset groups.

Digital Portal (in development):
Your client’s key digital interface where they can view and drill down into their key figures.
App (in development)
Display your clients’ key portfolio metrics on their handheld smart devices. Allow your clients to see their high-level transactions, valuations, performance and contribution.
Client Engagement Our suite of client engagement tools allows you to support your face-to-face communications with intuitive adaptable and flexible channels.
eXeer enables you to embed 3rd party financial products alongside your own to create unique value propositions.

Adapt your tech stack as your business needs change over time by adding new capabilities such as PMS/OMS, onboarding platforms, CRM/CLM solutions, portfolio optimization and risk tools.

eXeer breaks down technology silos and builds systems that are greater than the sum of their parts.

Technology Integration eXeer facilitates the integration of your existing tech stack and the inclusion of new technologies enabling you to create an operating platform tailored to match your needs.

Key points.

1 . SaaS.

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.

2 . modular.

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.

3 . pricing.

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.

4 . Support Services.

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.

Benefits.

1 . Get the data right

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.

2 . Engage your clients

We deliver accurate, automatically generated reporting and intuitive digital user experiences. Build deep relationships complementing your face-to-face engagements with intuitive digital experiences.

3 . Deliver consolidated reporting

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.

4 . Scale

Automate your processes. Make quicker decisions. Service more clients without growing headcount. Grow your AUM. Expand your proposition by embedding complementary financial products.

5 . Embed flexibility

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.

6 . De-risk

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.

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