Investment Data Intelligence Solutions for Wealth Consolidators

Point for Wealth Consolidators

To take advantage of consolidating multiple books of business under a single ownership structure, a comprehensive technology and data consolidation strategy must be followed.

The Point Investment Data Intelligence platform provides consolidators with the capability to realise economies of scale through effective data management and a single analytical and reporting foundation.

Consolidated data strategy

Consolidate multiple books of business, from different managers using different underlying systems into a single, cohesive data intelligence platform. 

Enhanced Decision-Making

Utilize advanced analytics to generate actionable insights for comprehensive wealth management across all books of business. 

Operational Efficiency

Automate manual data migration processes to reduce errors and improve resource allocation. 

Economically Scalable

Grow through acquisition without incurring prohibitive costs.

Standardised Client Reporting

Generate automated, accurate and timely, client reports for each book of business either branded separately or as one brand.

From Fragmented Data to Fluid Operations: The Wealth Consolidator’s Journey

Wealth consolidators frequently struggle to drive economies of scale through acquisition as they bring on increasing books of business from clients whose investment data is held in multiple 3rd party systems. Key to profitable growth is delivering economies of scale through a unified data strategy whilst improving client delivery.

Solution

Point’s Investment Data Intelligence platform provides wealth consolidators with the central data management solution they need to achieve economies of scale through the acquisition model.

The platform aggregates data from multiple books of record, whether that be custodians and platforms, or directly from 3rd party solutions used by the underlying managers themselves.

It facilitates the migration to a single scalable operating model and delivers the analytical and reporting needs to support multiple clients under single or multiple brands.

Solutions

by Company Type

by Use Case