Point for Advisory Managers
Advisory Managers provide investment advice and financial services to a diverse range of client types from customers, mass-affluent through to HNW and UHNW customers.
Point’s Investment Data Intelligence platform addresses the complexity of managing, analysing and reporting on multiple client portfolios by providing a comprehensive platform that enhances data accuracy, streamlines operations, and supports informed decision-making.
Centralised Data Management
Aggregate investment data from all clients, across all custodians, platforms and asset classes into a single, unified and secure platform.
Enhanced Decision-making
Utilise advanced analytics to generate personalised insights and recommendations for clients, quickly and accurately.
Operational Efficiency
Automate high-risk manual tasks to reduce errors, improve service delivery and free resource for higher-value activities.
Scalabile Solutions
Adapt to the growing needs of an expanding client base with a flexible and economically scalable platform.
Improved Client Reporting:
Generate accurate, timely, and customized reports for each client, enhancing transparency and trust.
