Point AI
Point AI is an AI-powered financial advisory meeting brief generator built directly on top of your Point CRM and portfolio data.
It transforms complex portfolio information into clear, structured, meeting-ready briefs — in seconds.
⏱️ The Problem It Solves
Financial advisors spend hours preparing for meetings:
- Pulling performance numbers
- Reviewing holdings
- Checking allocation shifts
- Scanning market news
- Re-reading CRM notes
- Structuring talking points
Preparation is repetitive, manual, and time-consuming.
Point AI eliminates that friction.
📋 What Point AI Delivers
With one click, Point AI generates a comprehensive, structured meeting brief that includes:
📁 Portfolio Snapshot
- Total value
- Asset allocation
- Key characteristics
📈 Performance Summary
- Relevant time periods
- Notable movements
- Clear explanation of drivers
💼 Holdings Insights
- Largest positions
- Key contributors and detractors
- Concentration risks
🗒️ CRM Context
- Relevant CRM information
- Client-specific considerations
- Relationship history context
📰 Market & Company News
- Important developments affecting holdings
- Broader market context where relevant
The result: a meeting-ready narrative that saves time and improves advisor confidence.
✨ What Makes Point AI Different
Unlike generic AI tools:
- It uses your actual CRM and portfolio data
- It is purpose-built for financial advisory workflows
- It produces structured, professional outputs — not chat responses
- It is designed specifically for client meeting preparation
Point AI does not guess. It works from your real data.
👥 Designed for Advisory Teams
Point AI is built for:
- Relationship managers
- Financial advisors
- Investment committees
- Wealth management firms
It supports both individual portfolio reviews and firm-wide preparation workflows.
🎯 The Outcome
Less preparation time.
More structured meetings.
More informed conversations.
More confident advisors.