Platform Modules
Explore documentation for every part of the Point platform
View, create, and manage portfolios across all asset classes. Filter, search, and analyse total values.
Manage securities, attributes, look-throughs, prices, and transactions in your Investment Book of Record.
Real-time performance analytics, cross-client analysis, and on-demand intelligence for your investment data.
Monitor and manage FX rates across currencies. Understand sources, update frequency, and overrides.
Access cross-asset and cross-client intelligence. Equip portfolio managers and relationship teams with actionable data.
Reconciliation, exception management, and refresh jobs to ensure your data is always audit-ready and accurate.
Generate role-specific briefing notes, client narratives, and executive summaries from your investment data in seconds.
Generate automated, fully customisable PDF and interactive reports for clients and internal stakeholders.
Documentation by Role
Find the right content for your team
Business Users
Portfolio managers, relationship managers, and executives. Task-oriented guides with screenshots.
Start here →Operations & Admin
Configure the platform, manage users, handle data quality, and run refresh jobs.
Admin guide →Technical Teams
IT and integration teams. API references, data schemas, authentication, and integration architecture.
Technical docs →