InvestGlass and Point Announce Strategic Integration to Elevate Investment Data Intelligence
We are thrilled to announce the successful integration of Point’s Investment Data Intelligence (IDI) platform with InvestGlass Smart Portfolio Management.
Why this matters? Data quality is the cornerstone of everything we do at InvestGlass. By joining forces with the Point team, we are pleased to “split” the crucial work of data consolidation and quality assurance, bringing even greater value to investment professionals using modern, AI-powered solutions.
With this integration, investment managers benefit from:
- Consolidated Reporting
- Advanced Portfolio Analysis
- Improved Client Engagement
- Robust Data Aggregation
- Streamlined Systems Integration
🌐 Two Platforms, One Unified Solution
Point, a leader in Investment Data Intelligence (IDI), delivers cutting-edge solutions for aggregating, analysing, visualising, and sharing investment data across custodians, asset classes, and platforms. Their Open Data API seamlessly feeds reconciled, enriched investment data directly into InvestGlass.
InvestGlass, a Swiss-based CRM, PMS, and digital onboarding platform, enables Point users to enjoy powerful CRM features, automated client engagement, and regulatory-ready digital workflows — all while preserving full control over investment data.
Together, we’re empowering investment managers with a unified digital and data-driven experience—designed for today’s complexities and tomorrow’s innovations.
👏 Special thanks to our fantastic team: Martin Ross, Tom Williams, Juliette Gaillard, and Vahid Mesri — your dedication made this integration possible.
What is Investment Data Intelligence (IDI)?
Investment Data Intelligence (IDI) is the advanced capability to collect, cleanse, normalise, and analyse complex investment data across multiple sources and asset classes. It enables wealth and asset managers to transform raw, often fragmented financial data into actionable insights. IDI helps firms go beyond basic reporting — delivering real-time portfolio views, risk exposure insights, performance metrics, and client-ready reporting — all through automated and scalable processes. With IDI, data becomes not just usable but a strategic advantage.
Banking Data Aggregation: A New Standard
Banking Data Aggregation involves consolidating data from multiple custodians, banks, and platforms into a coherent view. This includes account balances, transactions, holdings, and valuations — all synchronised and updated in near real-time. For financial institutions and wealth managers, high-quality aggregation removes the manual burden of reconciling data, reduces operational risks, and ensures clients receive up-to-date, trustworthy insights. With InvestGlass’s client engagement and portfolio tools, aggregated data becomes the engine of a smoother, more brilliant client journey.
What is Investment Data Intelligence (IDI)
Investment Data Intelligence (IDI) refers to the advanced capability to collect, cleanse, normalize, and analyze complex investment data across multiple sources and asset classes. It enables wealth and asset managers to transform raw, often fragmented financial data into actionable insights. IDI helps firms go beyond basic reporting — delivering real-time portfolio views, risk exposure insights, performance metrics, and client-ready reporting — all through automated and scalable processes. With IDI, data becomes not just usable, but a strategic advantage.
What is Investment Intelligence
Investment intelligence is the strategic use of financial and non-financial information to make informed investment decisions. It encompasses the continuous analysis of market trends, asset performance, macroeconomic data, and investor behavior to optimize portfolio management and identify new opportunities. While traditional investing relies heavily on historical data, investment intelligence leverages predictive models, AI, and real-time analytics to enhance decision-making, risk management, and competitive positioning.
What is Investment Data Analytics
Investment data analytics is the process of examining structured and unstructured investment data to uncover patterns, correlations, and trends that can inform financial strategies. It involves applying statistical models, machine learning techniques, and visualization tools to extract meaningful insights from datasets such as stock prices, trading volumes, portfolio allocations, and economic indicators. This discipline supports tasks like performance attribution, risk assessment, and scenario modeling, helping investment professionals optimize their approaches.
What is the Meaning of Investment Data
Investment data refers to the raw and processed information related to financial instruments, investor behavior, market activity, and economic conditions. This data includes asset prices, returns, volumes, benchmarks, ESG metrics, and more. It serves as the foundational input for investment strategies, performance tracking, regulatory reporting, and client communications. Effective management of investment data is critical for maintaining transparency, ensuring compliance, and driving informed decision-making.
What is the Difference Between Data Analytics and Data Intelligence
While data analytics focuses on the techniques used to explore, interpret, and visualize data, data intelligence represents a broader strategic capability — transforming data into valuable knowledge that drives action. In the context of investing, analytics might identify historical portfolio trends, but intelligence leverages those findings to shape proactive decisions, anticipate risk, and create competitive advantages. Data intelligence integrates analytics with business context, domain expertise, and technological frameworks to guide high-level investment strategy.
Two Platforms, One Unified Solution
Point, a leader in Investment Data Intelligence (IDI), delivers cutting-edge solutions for aggregating, analysing, visualising, and sharing investment data across custodians, asset classes, and platforms. Their Open Data API seamlessly feeds reconciled, enriched investment data directly into InvestGlass.
InvestGlass, a Swiss-based CRM, PMS, and digital onboarding platform, enables Point users to enjoy powerful CRM features, automated client engagement, and regulatory-ready digital workflows — all while preserving full control over investment data.
Together, we’re empowering investment managers with a unified digital and data-driven experience—designed for today’s complexities and tomorrow’s innovations.