Point

Most wealth and asset managers carry a structural data problem that gets worse as the business grows: investment data sits fragmented across custodians, portfolio management systems, spreadsheets, and third-party managers, with no single reconciled source. Point was founded in 2017 by investment management practitioners to address exactly this, building an Investment Data Intelligence (IDI) platform that sits between existing books of record and the systems where teams actually consume intelligence.

The platform's core component is an Independent Investment Book of Record (IIBOR), which aggregates data across all asset classes, custodians, and managers into a proprietary, reconciled data warehouse using a bi-temporal architecture. From there, Point's Intelligence Engine runs both persistent and on-demand analytics, and its Reporting Engine generates custom client PDF reports automatically. A dedicated AI layer, Point AI, generates role-specific briefing notes for relationship managers, investment teams, and operations staff directly from the underlying analytics.

Point is explicit about what it is not: it does not replace a PMS, CRM, or client portal, and does not offer an end-client digital experience. It is designed to sit alongside these systems and feed them clean, reconciled data. Clients include single family offices managing complex multi-custodian portfolios, as well as discretionary managers and fiduciary advisors.

Key capabilities include:

• Independent IBOR with automated data collection and reconciliation across custodians and managers
• Deterministic analytics engine with both persistent and on-demand calculation modes
• AI-generated meeting briefs and portfolio summaries with role-specific outputs
• Pixel-perfect automated client PDF reporting with custom template support
• Open data sharing interface for integration with third-party CRM, portal, and analytics tools

Pricing is not publicly disclosed. Firms that already have a PMS they are satisfied with and want a data orchestration layer above it are the natural fit; firms expecting a front-to-back operational system are not.

• Aggregating investment data from multiple custodians, managers, and internal systems into a single reconciled source
• Maintaining an Independent Investment Book of Record (IIBOR)
• Running persistent and on-demand portfolio analytics across all asset classes
• Generating automated pixel-perfect client PDF reports from custom or standard templates
• Feeding clean, structured data to AI tools, portals, and third-party analytics systems
• Generating AI-driven role-specific briefing notes for investment, relationship management, and operations teams

• Independent Investment Book of Record (IIBOR)
• Bi-temporal scalable data warehouse
• Aggregation interface with automated data collection from custodians and managers
• Intelligence Engine with persistent and on-demand analytics
• Point AI for role-specific briefing notes and meeting summaries
• Pixel-perfect automated PDF client reporting engine
• Custom and standard report template builder
• Open data sharing interface for third-party system integration
• Deterministic analytics to support AI use cases
• Self-serve feed management for data ingestion

Built for Single Family Office (SFO), Investment Teams, Advisors / Wealth Advisors (RIA).

Embedded ‘custom’ analytics capability Reports branded during onboarding Custom analytics dashboard