Point
HQ Address
2 Tallis St, London, EC4Y 0AB, United Kingdom
Website Address
Relevant Regions
Business introduction
Investment Data Intelligence Platform
Point – critical data infrastructure for wealth and asset managers
Built by investment managers for investment managers, Point’s Investment Data Intelligence (IDI) platform gives firms the modern data foundation they need in the era of AI.
It transforms fragmented investment, market and client data into a governed, auditable asset that fuels analytics, reporting and client engagement across the organisation. At its core is our next-generation Independent Investment Book of Record (IIBOR), seamlessly integrated with a bi-temporal data-warehouse architecture to deliver a single, reliable source of investment truth.
Business Overview
The Point Platform unifies data feeds from custodians, banks, fund administrators, private-asset managers and market sources, reconciling them automatically to create an enterprise-grade IIBOR. Clean, transparent data is then exposed through open APIs and optional modules so you can build agile operating models around the tools you already use or plan to adopt.
Why managers choose Point
- Trusted, AI-ready data – governed data lineage and real-time reconciliation give CIOs, RMs and Ops teams confidence to automate and innovate.
- Operational scale – automates high-risk, manual processes and underpins growth without linear increases in head-count.
- Faster insight and reporting – instant analytics and multi-dimensional reports answer client or board questions in seconds.
The Point IDI toolkit
|
Module |
Purpose |
|
IIBOR |
Maintains a single source of truth for all positions, transactions and valuations |
|
Data Warehouse |
Scalable, bi-temporal store for historical and real-time data |
|
Aggregation Interface |
Automates feed onboarding and self-service data management |
|
Data Sharing Interface |
Pushes curated data to existing systems and third-party apps, enabling Data-as-a-Product strategies |
|
Intelligence Engine |
Persistent and ad-hoc analytics, plus embedded Power BI for custom queries |
|
Reporting Engine |
Generates pixel-perfect client and management reports at the touch of a button |
|
Point AI |
AI Client Intelligence and FusionDocs convert unstructured data and surface narrative insight; Point Investment Assistant coming soon |
|
Data Integrity Interface |
Audit-ready reconciliation, exception management and full provenance tracking |
|
TOM Advisory |
Leverages Point’s experience designing data-first Target Operating Models for firms of every size |
Point serves single- and multi-family offices, discretionary and advisory managers, private banks, wealth consolidators and scale-ups alike. Whether you need to rehabilitate legacy tech, launch digital propositions or embed AI safely, our critical data infrastructure puts you on a secure footing for the decade ahead.
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Customers
Point’s clients, including CapGen, Amana Wealth, and William & Partners, are leading wealth managers and multi-family offices serving HNW and international clients. They rely on Point for data-driven insights, comprehensive reporting, and seamless wealth oversight.
From designing and building a HNW wealth management platform to creating the data foundation for a high-growth wealth manager with complex integrations, Point empowers firms with scalable, data-driven solutions that enhance oversight, reporting, and client service.
Key Data
Year founded
2017employees
11-50offices
1Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
Point Solutions
Data Integrity Interface
Key features Continuous reconciliation and exception management – spot and resolve breaks before they hit reports Full provenance tracking – see where every data point came from and who touched it Real-time validation rules – configurable controls for positions, prices and reference data Dashboards and alerts – live status for operations, compliance and audit......
business needs
view solutionPoint AI
Key features AI Client Intelligence – auto-creates meeting packs combining portfolio, market and sentiment data FusionDocs – converts unstructured PDFs into structured records inside Point’s IIBOR Point Investment Assistant (coming soon) – converse with your data by voice or chat Open integration – plug in third-party AI agents or models of your choice Benefits Point AI......
business needs
view solutionTarget Operating Model (TOM) Design
Key features Data-first blueprinting – designs centred on a modern IIBOR and open architecture Capability and gap analysis – map current versus target states across the organisation Vendor selection and integration planning – independent guidance, RFI templates and migration road-maps Change-management support – training, adoption and continuous-improvement frameworks Benefits Point’s TOM Design advisory translates technology ambition......
business needs
- Proposition Design, Development & Delivery
- Technology Implementation & Management
- Technology Strategy & Consulting
The Intelligence Engine
Key features Persistent and on-demand analytics – live and historical views for portfolio managers, relationship teams, operations and the C-suite Embedded Power BI – build bespoke visualisations or export data for deeper modelling in seconds Cross-client / cross-asset slicing – compare performance, risk and flows across any dimension API connectivity – surface analytics directly......
business needs
view solutionThe Reporting Engine
Key features Automated template library – client, regulatory and MI templates ready-to-use or customise Drag-and-drop designer – create new layouts without code One-click PDF and portal delivery – schedule or instantly dispatch reports to any channel Audit trail – every figure traceable back to the underlying IIBOR Benefits The Reporting Engine replaces month-end “PowerPoint factories” with......
