Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • ND Wallet Reviews & Ratings
    4.9 out of 5 stars 14 Ratings
    Company Website for ND Wallet
  • PackageX Workflows Reviews & Ratings
    4.8 out of 5 stars 187 Ratings
    Company Website for PackageX Workflows
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • YouHodler Reviews & Ratings
    4.7 out of 5 stars 28 Ratings
  • AlisQI Reviews & Ratings
    4.5 out of 5 stars 108 Ratings
    Company Website for AlisQI
  • Vantage Reviews & Ratings
    4.4 out of 5 stars 15,963 Ratings
    Company Website for Vantage
  • Act! Reviews & Ratings
    4.0 out of 5 stars 555 Ratings
    Company Website for Act!
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money

What is Point?

Point provides a cloud-native platform focused on Investment Data Intelligence (IDI) specifically designed for professionals in wealth and asset management, including family offices, external asset managers, private banks, and advisory firms. This innovative platform adeptly consolidates and standardizes complex investment data such as custodial records, diverse platforms, AIFMs, direct investments, real estate, currency exchanges, and collectibles, functioning within multi-asset, multi-custody, and multi-currency environments. It delivers an independent Investment Book of Record (IBOR) that is updated daily, ensuring that users have access to the most current information. The system efficiently manages the secure intake of data while employing advanced analytics and AI-driven insights, offering detailed visual representations of portfolio performance, associated risks, and potential opportunities through customizable dashboards. With its open APIs and modular framework, the platform seamlessly integrates with front-office CRM systems, client interfaces, reporting solutions, and back-office applications, guaranteeing that data remains accurate, reconciled, and easily shared across different workflows. Consequently, users experience not only improved decision-making capabilities but also significant enhancements in operational efficiency when overseeing their investment portfolios. This comprehensive approach empowers professionals to navigate the complexities of modern investment landscapes with confidence and precision.

What is Fundamental Portfolio Manager?

The Fundamental Portfolio Manager (FPM) is an innovative and all-encompassing Investment Management platform that leverages advanced technology to provide a versatile and feature-rich solution tailored to meet the varying demands of fund managers, wealth management professionals, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds in the financial sector. Our client base includes some of the leading investment firms in Southern Africa, collectively overseeing assets exceeding R1 trillion. Celebrated as the foremost cutting-edge investment management platform, the continuous development and refinement of FPM guarantee its alignment with the latest global technological trends. This dedication to progress not only fosters our growth but also helps us to sustain a competitive advantage in a rapidly changing and complex financial environment. By prioritizing the integration of advanced solutions, we reinforce FPM's role as an essential resource for investment experts, ensuring they have the tools necessary to navigate the future of finance effectively. Moreover, our commitment to excellence means we are always looking for ways to enhance our offerings and better serve our clients.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

Point

Date Founded

2017

Company Location

United Kingdom

Company Website

pointgroup.io/investment-data-intelligence-platform

Company Facts

Organization Name

Fundamental Software

Date Founded

2003

Company Location

South Africa

Company Website

www.fundamental.net/products/

Categories and Features

Wealth Management

Not specified

Categories and Features

Hedge Fund

Not specified

Investment Management

Not specified

Wealth Management

Not specified

Popular Alternatives

Third Financial Reviews & Ratings

Third Financial

Third Financial Software

Popular Alternatives

PackHedgeâ„¢ Reviews & Ratings

PackHedgeâ„¢

FinLab Solutions SA
5.0 out of 5 stars
AlternativeSoft Reviews & Ratings

AlternativeSoft

4.8 out of 5 stars
IMiX Reviews & Ratings

IMiX

Investment Software Group
WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.