Single Source
Point reports are generated from the same data set that powers our investment analytics, and the same that is shared with client digital engagement tools. This means your clients see what your advisers see, and all data comes from the same accurate and reconciled source.
Automated
Support your reporting cycle with a scalable and automated PDF solution. Take on new clients without needing to increase headcount whilst maintaining individual high-touch client experiences.
Adhoc Requirements
Generate adhoc reports to meet specific client requirements and satisfy internal business needs.
Interactive
Generate custom reports and embed interactive data dashboards into client presentations using our embedded powerBI capability.
Customised
Our reports are branded to meet user guidelines and the Point reporting team works with managers to customized individual reports for your key clients and stakeholders.
Best-in-class PDF Reporting
The PDF client reports represents the bedrock of client engagement for many wealth and asset managers.
The Point platform delivers best-in-class PDF reporting out of the box that supports client engagement whilst reducing the overall cost of report production and minimizing report product errors.
