Point
HQ Address
2 Tallis St, London, EC4Y 0AB, United Kingdom
Website Address
Relevant Regions
Business introduction
Investment Data Intelligence Platform
Critical data infrastructure for Wealth and Asset Managers in the age of AI
Point unlocks the value of data for wealth and asset managers to help them engage their clients; make better investment decisions; and build scalable businesses.
Our Investment Data Intelligence (IDI) platform powers analytics, reporting and AI. The cloud-native platform aggregates, reconciles and enriches investment, client and market data, providing firms with the critical data infrastructure needed to build scalable, modern, data-first operating models. 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.
Point support clients across the UK, Switzerland, Europe, the Middle East and the US.
We are a team of experienced investment management professionals, technologists, and data scientists. We have managed investment portfolios, designed and built cutting-edge investment tech, and supported investment business growth. We operate at the forefront of Investment Data Intelligence.
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
Point 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
Client type
client geography presence
view solutionData 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 solution
Int Briefing
Point AI Int Briefing is powered by secure, reconciled data from the Point platform and combines portfolio data, client context and market insights into one structured briefing note. Real-time briefing documents Generate a complete, up-to-date briefing in seconds. Each brief uses the latest portfolio data, contextual intelligence and market movements so you......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Market & Business Infrastructure
Target 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......
