DoLand vs Point
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Point
Category
Data Aggregation
Wealth and asset managers face challenges in organising and unlocking the value trapped in complex investment data. The Point Investment Data Intelligence (IDI) platform unlocks this value by streamlining data aggregation, analysis, reporting and sharing. IDI focuses on the exploitation of investment data to support agile, flexible and data-driven investment management businesses. Our cutting-edge platform enables investment managers to make smart, data-driven decisions, engage with their clients, and scale for the future by building data-first businesses.
Read moreCompany
Employees
- 0-10
Founded
- 2017
Top 5 Markets
- Denmark,
- Luxembourg,
- Sweden,
- Netherlands,
- Switzerland
Ownership
- Key staff also have ownership,
- External investors (neither clients nor staff)
- 0-10
–
- 2017
- Owned by managementย
- Key staff have ownershipย
- External investors
- UK
- UK
- UKย
- Switzerlandย
- UAEย
- USA
–
–
Client
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs), Fund managers,
- Banks,
- Endowments,
- Foundations,
- Funds of funds
- Single-family offices,ย
- Multi-family offices,ย
- Private Banks,ย
- Wealth Consolidators
- Asset servicing companies, trusts,ย ย
- Investment & Financial Advisors (RIAs/IFAs)
- 0 – 10
Product
Main Tasks
- Data Aggregation,
- Impact & ESG,
- Portfolio & Cost Analysis
Top features
- Ability to Whitelabel,
- Custom Reports,
- Sustainability,
- Transparency
Assets supported
- Cash & Equivalents,
- Developed Markets,
- Developing Markets,
- Equities,
- Fixed Income,
- Private Equity Funds,
- Private Equity & Direct Investments
Whitelabel
- Yes
- Data Aggregationย
- Investment Book of Record (IBOR)ย
- Advanced Portfolio Analysisย
- Consolidated Total Wealth Client Reportingย
- Data Sharing & Integration
- Data Aggregation & Reconciliationย
- Independent Investment Book of Record (IBOR)ย
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currencyย
- Open Data Sharing & Integration
- Bankable or Financial Assets & Fundsย
- Private Equity & Direct Investmentsย
- Real Estateย
- Foreign Exchangeย
- Lifestyle Assets & Rare Collectibles
–
- Yes
Technology
Type Of Software
- SAAS
Integrations
- Exchange of data and impact reporting elements via APIs.
Mobile App
- No
- SAAS
- Serviced Software
- Hosted on Azureย
- Encrypted
- Multi-factor Authentication
–
- Custom: Point API Open Data Sharing Toolkitย
- Expersoft PM1ย
- Orcaย
- Moneyinfoย
- Investglass CRM
- Yes (via integration partner)