Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Alternatives to Consider

  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • Building Logistics Reviews & Ratings
    186 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    546 Ratings
    Company Website
  • YouHodler Reviews & Ratings
    28 Ratings
  • OfficeSpace Software Reviews & Ratings
    178 Ratings
    Company Website
  • CoinStats Reviews & Ratings
    101,098 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Gemini Credit Card Reviews & Ratings
    2 Ratings
    Company Website
  • eToro Reviews & Ratings
    31,115 Ratings

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 IMiX?

IMiX is an enterprise-grade wealth management platform that delivers a complete front-to-back office solution for investment firms, wealth managers, asset managers, and financial advisory organizations. Built as a scalable Software-as-a-Service platform hosted securely in the cloud, IMiX supports multi-currency, multi-asset, and multi-tenant investment environments while maintaining real-time connectivity across all operational functions. The platform provides end-to-end client lifecycle management, including digital onboarding, customizable workflows, customer due diligence, KYC verification, AML compliance checks, and ongoing relationship management. Investment management capabilities include portfolio construction, portfolio rebalancing, trade order management, pre-trade and post-trade compliance monitoring, performance measurement, and comprehensive portfolio reporting. Financial professionals gain access to detailed dashboards that provide visibility into client portfolios, asset allocations, transaction histories, investment performance, and operational activities. The platform also supports critical back-office functions such as taxation management, transaction processing, settlement administration, corporate action processing, reconciliation workflows, and regulatory reporting requirements. Execution-only portal functionality and mobile application support enhance accessibility and client engagement across multiple channels. Automated reporting tools and customer communication features help firms deliver timely information while reducing manual administrative effort. Designed to accommodate growing businesses and complex investment structures, IMiX combines operational flexibility, compliance management, portfolio oversight, and client servicing capabilities within a single integrated environment.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Investment Software Group

Date Founded

2008

Company Location

United Kingdom

Company Website

www.investmentsoftwareltd.com/imix

Categories and Features

Categories and Features

Popular Alternatives

Third Financial Reviews & Ratings

Third Financial

Third Financial Software

Popular Alternatives

No Alternatives
WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.