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 Macroaxis?

Discover a wide array of sustainable investment opportunities across different asset classes. You have the option to invest in sectors that not only fuel your enthusiasm but also resonate with your principles. Macroaxis is an innovative and intuitive platform tailored for wealth enhancement, delivering real advantages through improved investment returns for those who are self-directed and socially responsible. Our service equips individuals to build robust long-term portfolios that flourish in various economic conditions and markets. By harnessing both established and novel fintech innovations, we offer a cost-effective digital wealth advisory service. Become part of a vibrant community of over 100,000 pleased users who have successfully created more than 20,000,000 optimal investment portfolios through Macroaxis, and benefit from unlimited access to our scalable wealth optimization resources. Opting for Macroaxis not only allows you to align your investment strategies with your ideals but also significantly boosts your financial growth potential. This journey towards responsible investing is not just about profits; it’s about making a positive impact on the world.

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
Free Trial Offered?

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

Not specified

Company Facts

Organization Name

Point

Date Founded

2017

Company Location

United Kingdom

Company Website

pointgroup.io/investment-data-intelligence-platform

Company Facts

Organization Name

Macroaxis

Date Founded

2006

Company Location

United States

Company Website

www.macroaxis.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Risk Management

Wealth Management

Not specified

Popular Alternatives

Third Financial Reviews & Ratings

Third Financial

Third Financial Software

Popular Alternatives

FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group
IMiX Reviews & Ratings

IMiX

Investment Software Group
Apex AscendOS Reviews & Ratings

Apex AscendOS

Apex Fintech Solutions
Fusion Invest Reviews & Ratings

Fusion Invest

Finastra
WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.