Point vs Private Wealth Systems
You are looking for alternatives to Point. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Category
USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by managementย
- Key staff have ownershipย
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UKย
- Switzerlandย
- UAEย
- USA
Total AUM
–
Avg. AUM per client
–
Client
Focus
- Single-family offices,ย
- Multi-family offices,ย
- Private Banks,ย
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,ย ย
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
Product
Main Tasks
- Data Aggregationย
- Investment Book of Record (IBOR)ย
- Advanced Portfolio Analysisย
- Consolidated Total Wealth Client Reportingย
- Data Sharing & Integration
Top features
- 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
Assets supported
- Bankable or Financial Assets & Fundsย
- Private Equity & Direct Investmentsย
- Real Estateย
- Foreign Exchangeย
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azureย
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkitย
- Expersoft PM1ย
- Orcaย
- Moneyinfoย
- Investglass CRM
Mobile App
- Yes (via integration partner)