Point for the Single Family Office (SFO)
Single Family Offices (SFOs) manage multi-asset, custodial and manager portfolios, dealing with fragmented data from multiple sources in many data formats.
The Point Investment Data Intelligence platform addresses these challenges by providing a comprehensive, unified data analytics and reporting platform that enhances data accuracy, streamlines operations, and supports informed decision-making.
Greater than the sum of their parts – the SFO integration opportunity:
SFO frequently require three views of the world. The investment view (IBOR), the accounting view (ABOR) and the administrative view. Deploy the Point platform alongside ORCA – the marketing leading family office governance platform; and your accounting system of choice to build the SFO you need to support current and future generations.
Data Aggregation
Consolidate data from multiple custodians, investment managers, and market data providers into a single source of truth.
Enhanced Decision-Making
Utilise advanced analytics to make informed investment decisions across all asset classes.
Operational Efficiency
Automate manual processes, reducing the risk of errors and freeing up resources for strategic activities.
Flexibility
Adapt to changing circumstances with a flexible and scalable data management solution that supports requirements across generations.
Best-in-class Reporting
Generate accurate and timely reports that enhance transparency and support family decision-making.