Platform Overview
Welcome to the Point Investment Data Intelligence (IDI) platform — the critical data infrastructure built for wealth and asset managers operating in the age of AI.
What is Point?
Point is an Investment Data Intelligence (IDI) platform. It provides the data infrastructure wealth and asset managers need to run modern, data-first businesses.
Unlike a traditional Portfolio Management System (PMS), Point focuses on being the single source of truth for your investment data — aggregating, cleaning, governing, and making it available for analytics, reporting, and AI.
Point transforms your investment data into a strategic asset: optimised for AI, accountability, advanced analytics, and reporting.
What Point Is (and Isn't)
| Point is | Point is not |
|---|---|
| An Investment Data Intelligence (IDI) platform | A traditional PMS |
| An Independent Investment Book of Record (IIBOR) | A wealth platform for end-client digital experiences |
| A data warehouse for investment data | A CRM |
| An analytics and reporting engine | A front-to-back investment solution |
| An AI-ready data foundation | A replacement for your existing systems |
The Core Modules
The Point platform is organised into several integrated modules:
Your single source of truth for all investment data across all asset classes, banks, and managers.
Bi-temporal, extensible architecture for centralising and storing historical investment data.
Persistent and on-demand analytics turning investment data into actionable insights.
Automated, fully customisable reports — PDF and interactive — at the push of a button.
AI-driven investment intelligence, custom analytics, and role-specific briefing notes.
Audit-ready, transparent data with robust reconciliation and exception management.
Who Uses Point?
Point serves multiple types of investment organisations:
- Single Family Offices — consolidated reporting and portfolio oversight
- Multi Family Offices — cross-client analytics and data aggregation
- Advisory Managers — data-driven client engagement
- Discretionary Managers — portfolio analysis and performance reporting
- Wealth Consolidators — systems integration and data unification
Next Steps
Understand IIBOR, IDI, bi-temporal data, and other core concepts before diving in.
Step-by-step guide to logging in and orienting yourself in the platform for the first time.
Get up and running with your first portfolio in under 15 minutes.