Point

🚀 **Major Milestone for Point!** 🚀 We are excited to announce that Point has secured seed investment! This investment, alongside our existing secured revenue, will supercharge the development of our Investment Data Intelligence (IDI) platform for wealth and asset managers. The Point platform was designed from the ground up, leveraging our deep experience in building data-first operating models and software for the sector. Our platform aggregates, analyses, visualises and shares complex investment data, empowering managers to make smarter decisions, engage clients more deeply, and scale their businesses with confidence. But we're not stopping. Over the next year, we will continue to invest in the platform with exciting developments such as the launch of our 'Data-First:AI-Ready' AI-assistant and agent capabilities, and the ongoing development of our open, data-sharing architecture to ensure the seamless integration of best-in-class third-party tech into our clients’ operations. A huge thanks to our investors for supporting our vision including Gautham R., Han Lee, Mark Ransford, Peter Rading, Richard Tudor, Simon Frame, Karen Heaton, MBA, CIPPE, CIPM. The future of investment data-first investment management is bright, and this is just the beginning! #fintech #investmentdata #wealthmanagement #AI #growth #innovation #IDI #datafirst #thirdpartytech #dataintegration

The entire Point team wishes you a joyful, festive holiday and an amazing new year!

🔍 Unlock Client Engagement with Investment Data Intelligence (IDI) For investment managers, client engagement isn't just about communication—it's about delivering data-driven insights quickly and accurately. At Point, we’ve built an IDI platform that empowers you to: ✅ Visualize and share insights that matter to your clients. ✅ Deliver clarity and confidence through tailored reporting. ✅ Engage consistently with actionable, up-to-date data. Your clients expect more. With IDI, you can exceed their expectations by transforming complex investment data into clear, impactful conversations. Learn how to elevate your client engagement with our IDI platform: 👉 https://lnkd.in/eMTEfuZM #InvestmentManagement #ClientEngagement #DataIntelligence #WealthManagement

Is your Target Operating Model (TOM) ready for the future of investment management? A well-designed TOM is more than a blueprint – it bridges strategy and execution. In today’s data-driven landscape, aligning operations with business goals isn’t just advantageous; it’s essential for staying competitive. For wealth and asset managers, the challenge often lies in unifying fragmented data, integrating legacy systems, and extracting actionable insights. Even the best strategic plans can fall short without the right technology to support your TOM. At Point, we’ve observed how critical it is to implement a scalable, adaptable technology foundation that complements your TOM: 🔹 Seamlessly integrate multi-source data into a unified IBOR 🔹 Leverage advanced visualization and analytics for informed decision-making 🔹 Maintain operational agility with modular solutions that evolve with your business needs By aligning technology investment with your TOM, wealth and asset managers can achieve the operational efficiency and growth opportunities they strive for. Explore more about how a modern TOM can transform your business here: https://lnkd.in/ebipESdV #WealthManagement #DataIntelligence #TargetOperatingModel #InvestmentData

🔎 Why Your Investment Firm Needs a Strong Data Aggregation Strategy Decision-making relies on accurate and actionable data in today's fast-moving investment landscape. But here’s the challenge: the data your firm uses often comes from multiple sources—each with its own structure, format, and potential errors. If left unchecked, this fragmented data creates inefficiencies, inaccuracies, and can cost your business critical opportunities. That’s where data aggregation becomes a game-changer. When done right, data aggregation goes beyond simply bringing data together—it creates a Single Source of Truth (SSOT) that empowers your team to make smarter, faster decisions. Here’s why this matters: ✅ Clean Data, Better Insights: Cleaning and harmonizing data ensures that inconsistencies or duplicates don’t muddy your analysis. Dirty data leads to bad decisions—plain and simple. ✅ Eliminating Silos: Aggregation eliminates fragmented data silos, enabling seamless collaboration and a holistic view of your investments. ✅ Scalability and Efficiency: A streamlined, accurate dataset lays the foundation for scalable processes and reduces time spent on manual corrections or reconciliation. At Point, we specialize in solutions that simplify complex data ecosystems—ensuring your aggregated data isn’t just combined but optimized to drive value. 💡 Don’t let fragmented, unreliable data slow you down. Build a trusted, integrated view of your investment universe. 👉 Learn more about the power of data aggregation: https://lnkd.in/ePzPdXRq #DataAggregation #InvestmentData #SingleSourceOfTruth #InvestmentInsights #AssetManagement

The Shift to Investment Data Intelligence: Are Legacy Systems Holding You Back? Legacy portfolio management systems are struggling to keep up. At Point, we believe the solution lies in Investment Data Intelligence (IDI)—a revolutionary approach to managing and leveraging #data for smarter, faster decision-making. In our latest blog, we explore: ✅ The limitations of traditional portfolio management systems ✅ Why IDI is critical for asset managers to stay competitive ✅ How the Point IDI Platform empowers firms to transform their data into actionable insights 💡 Ready to embrace the next era of portfolio management? Discover why IDI is the key to unlocking better performance and operational efficiency: 👉 Read the full article here: https://lnkd.in/erkV6GVK Let’s shape the future of investment data together. #InvestmentData #PortfolioManagement #DataIntelligence #FinTech

🔎 Why Your Investment Firm Needs a Strong Data Aggregation Strategy Decision-making relies on accurate and actionable data in today's fast-moving investment landscape. But here’s the challenge: the data your firm uses often comes from multiple sources—each with its own structure, format, and potential errors. If left unchecked, this fragmented data creates inefficiencies, inaccuracies, and can cost your business critical opportunities. That’s where data aggregation becomes a game-changer. When done right, data aggregation goes beyond simply bringing data together—it creates a Single Source of Truth (SSOT) that empowers your team to make smarter, faster decisions. Here’s why this matters: ✅ Clean Data, Better Insights: Cleaning and harmonizing data ensures that inconsistencies or duplicates don’t muddy your analysis. Dirty data leads to bad decisions—plain and simple. ✅ Eliminating Silos: Aggregation eliminates fragmented data silos, enabling seamless collaboration and a holistic view of your investments. ✅ Scalability and Efficiency: A streamlined, accurate dataset lays the foundation for scalable processes and reduces time spent on manual corrections or reconciliation. At Point, we specialize in solutions that simplify complex data ecosystems—ensuring your aggregated data isn’t just combined but optimized to drive value. 💡 Don’t let fragmented, unreliable data slow you down. Build a trusted, integrated view of your investment universe. 👉 Learn more about the power of data aggregation: https://lnkd.in/ePzPdXRq #DataAggregation #InvestmentData #SingleSourceOfTruth #InvestmentInsights #AssetManagement

🚀 Exciting News! 🚀 We are thrilled to welcome Oleksii Sokol to the Point team as our new Software Engineer! Oleksii brings extensive expertise in .NET development, and his proven skills in crafting robust, scalable solutions will undoubtedly elevate our innovative approach to investment data intelligence. Welcome aboard, Oleksii – we’re excited to see the impact of your contributions as we continue transforming how #investmentmanagers aggregate, analyze, and share data! Let’s achieve great things together! 💻✨

🔍 Why is "Data-First" the Future of Investment Management? Effective investment management hinges on reliable, accessible data. Yet, many investment management firms still struggle with fragmented data systems that make decision-making harder and less reliable. In our latest article written by Vahid Mesri, we explore: - What a "data-first" approach means for modern investment managers - How integrated data solutions can eliminate silos and drive better insights - The benefits to expect when building on top of a strong data foundation Read more on our blog! https://lnkd.in/ec3CQR47 #InvestmentManagement #DataFirst #WealthManagement #Point #IDI #InvestmentDataIntelligence

🚀 Exciting News! 🚀 We’re thrilled to welcome Ehsan Esbati to our team of talented Data Engineers! Eshan brings a wealth of expertise in data engineering and analytics, and we’re excited to see how his skills will further elevate our commitment to delivering cutting-edge investment data intelligence solutions for our clients. Welcome to the team, Ehsan – we’re looking forward to achieving great things together!