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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 Hubly?

Hubly enables financial advisors to adopt a smooth and effective method for managing client relationships, which ultimately elevates the overall experience for households within the firm and transforms operations into a more organized and stress-free process that can grow effortlessly. This cutting-edge practice management platform, hosted in the cloud, integrates CRM functions with sophisticated workflow automation, role-based task allocation, conditional logic, and built-in reminders to ensure uniformity and minimize administrative errors. With over 100 pre-designed workflow templates addressing various tasks such as client onboarding, fund transfers, client assessments, meeting preparations, and staff training, Hubly guarantees a reliable and scalable client journey. Furthermore, it includes a centralized hub feed alongside client cards that monitor progress, outline upcoming tasks, summarize previous interactions, and clarify responsibilities, fostering transparency and accountability within teams. The platform’s user-friendly, no-code interface allows for easy creation, customization, and sharing of workflows, making it approachable for individuals of all technical backgrounds. As a result, Hubly not only boosts operational productivity but also facilitates improved collaboration and communication among team members, ultimately leading to a more cohesive work environment. This comprehensive approach ensures that both clients and advisors can benefit from enhanced service delivery and satisfaction.

Media

Media

Integrations Supported

Calendly
Gmail
Mailchimp
Redtail CRM
Wealthbox
Zapier
Zoom

Integrations Supported

Calendly
Gmail
Mailchimp
Redtail CRM
Wealthbox
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$75 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Hubly

Date Founded

2019

Company Location

Canada

Company Website

www.myhubly.com

Categories and Features

Categories and Features

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