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Point Group

Partner Category: Data migrationPartner Tags: Europe

Who is Point Group?

Point Group is a London-based fintech specializing in Investment Data Intelligence (IDI). Their platform helps wealth managers, family offices, and private banks consolidate, clean, and enrich financial data. Key components of their solution:
  • Independent Investment Book of Record (IIBOR): A single source of truth for transactions, positions, and valuations across asset classes.
  • Bi-temporal Data Warehouse: Preserves both current and historical data with full lineage for governance, audit, and analytics.
  • Analytics & Reporting Engines: Real-time insights (via Power BI) and pixel-perfect reporting for clients and regulators.
  • AI Capabilities (Point AI): Narrative client intelligence, PDF-to-data extraction, and conversational data assistants.
  • Governance Layer: Automated reconciliation, exception handling, and audit trails.
Essentially, Point transforms fragmented financial data into actionable, AI-ready intelligence.

 

Why They’re Key for Complex Data with InvestGlass

InvestGlass is a CRM + PMS + automation platform built for wealth and asset managers. Integrating with Point Group could unlock next-level data capabilities:

1. Data Consolidation & Standardization

  • Many InvestGlass clients struggle with multi-custodian, multi-asset data.
  • Point’s IIBOR can normalize and centralize feeds from custodians, market data providers, and internal systems before they enter InvestGlass.
  • This ensures clean, validated data flows into CRM dashboards, reports, and client portals.

2. Advanced Analytics in InvestGlass

  • While InvestGlass provides dashboards and charts (Chart.js, AG Grid), Point offers Power BI–level analytics and AI engines.
  • Integrating Point’s intelligence engine means InvestGlass users can run portfolio attribution, risk analysis, or client segment insights directly on unified datasets.

3. Automated, Compliant Reporting

  • InvestGlass already generates PDF reports via LaTeX.
  • Point’s reporting engine + data warehouse could feed pixel-perfect reports with reconciled data, meeting regulatory and client standards.
  • This reduces compliance risk for banks and family offices.

4. AI-Driven Client Engagement

  • InvestGlass has workflow automation and client portals.
  • With Point AI, InvestGlass could provide advisors with narrative-rich meeting packs, turning raw data into stories (e.g., “Your portfolio outperformed peers by 2.1% due to tech exposure”).
  • FusionDocs could let InvestGlass extract structured insights from uploaded client PDFs (contracts, statements).

5. Data Governance & Trust

  • For institutional clients of InvestGlass, data lineage and reconciliation are critical.
  • Point ensures that every transaction in InvestGlass can be audited, traced, and reconciled with custodians—boosting trustworthiness of data-driven decisions.

 

Strategic Fit: Point + InvestGlass

If InvestGlass is the front-office orchestration and client engagement tool, Point becomes the backbone of complex investment data.
  • Point = Data ingestion, cleansing, enrichment, AI analytics
  • InvestGlass = CRM, workflows, client portals, compliance automation
Together, they form a fully integrated ecosystem for wealth managers:
  • Clean data in → smarter automation & reporting out.
  • This combo makes it possible to handle complex multi-custodian, multi-asset-class data seamlessly inside InvestGlass.