Point is excited to announce our integration with InvestGlass, the leading Swiss investment CRM platform. This partnership enables InvestGlass users to seamlessly access Point’s Investment Data Intelligence (IDI) capabilities, including:
- Multi-custodial & multi-asset-class data aggregation
- Advanced portfolio analytics
- Automated and market-leading client reporting
Managing and extracting value from complex investment data is challenging. With this integration, InvestGlass users can easily incorporate accurate, analysed financial data into the heart of their business — regardless of the number of custodians, investment platforms, or asset classes. Point’s platform collects, normalises, reconciles, and delivers to Investglass, accurate, automated investment data, including real-time valuations and exposures, via our Open Data API.
For Point users, this integration provides seamless access to InvestGlass’s industry-leading CRM, client onboarding, marketing automation, and client portal capabilities—while ensuring full control and integrity of investment data.
This collaboration marks a significant step toward enabling investment managers of all sizes to build truly data-driven businesses, future-proofed for evolving industry needs
About Point
Point are a London-based fintech, serving clients across the UK, Switzerland, Europe, the Middle East, and the USA. Our Investment Data Intelligence (IDI) platform empowers wealth and asset managers to unlock the full potential of their data through advanced data architecture, sophisticated analytics, and a growing suite of AI tools.
About Investglass
InvestGlass is a Swiss based CRM, PMS, client portal, digital onboarding tools platform
InvestGlass integrated CRM platform contains the marketing, sales, service, operations, and portfolio management software you need to grow your business.
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