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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 OLYMPIC Banking System?

Revamping and fine-tuning your operational processes can significantly boost efficiency while addressing the changing needs of your clients. Through the automation and enhancement of these workflows, financial advisors and wealth managers can swiftly adapt their services to align with client preferences. In today's fast-paced investment environment, offering a diverse array of alternative investment choices—including REITs, socially responsible investments (SRIs), ESG-driven strategies, private equity, philanthropy, and cryptocurrencies—becomes crucial for attracting new clients and maintaining loyalty with existing ones. The relationship between clients and wealth managers has notably transformed, with face-to-face interactions becoming less desirable. Still, providing personalized investment advice that takes into account individual risk tolerances, life goals, and personal tastes remains a vital service. In this scenario, it is increasingly imperative to offer sophisticated and customized omnichannel digital solutions throughout the entire client experience to meet their expectations for ease and efficiency. Furthermore, as the financial landscape continually changes, proactively managing and exceeding client expectations will be essential for achieving long-term success. This proactive approach not only fosters stronger client relationships but also positions firms as leaders in the competitive market.

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
Windows

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

Documentation Hub
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

ERI

Date Founded

1989

Company Location

Switzerland

Company Website

www.olympicbankingsystem.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Wealth Management

Not specified

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