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Average Ratings 0 Ratings

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features
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support

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Description

IMiX serves as a comprehensive software solution that enhances wealth management by integrating advanced technology throughout both front and back office operations. This innovative platform streamlines processes, making it a valuable asset for financial professionals.

Description

Point offers a cloud-native, data-centric Investment Data Intelligence (IDI) platform tailored for wealth and asset management professionals, such as family offices, external asset managers, private banks, and advisory firms. This platform effectively aggregates and harmonizes intricate investment data, including custodial information, various platforms, AIFMs, direct investments, real estate, foreign exchange, and collectibles, all within multi-asset, multi-custody, and multi-currency frameworks, thereby providing an independent Investment Book of Record (IBOR) that is refreshed on a daily basis. The system manages and secures the ingestion of data, utilizes cutting-edge analytics and AI-based insights, and presents comprehensive visualizations of portfolio performance, risks, and opportunities through customizable dashboards. Its open APIs and modular architecture allow for seamless integration with front-office CRM systems, client portals, reporting tools, and back-office applications, ensuring that data remains clean, reconciled, and readily shareable across various workflows. As a result, users benefit from enhanced decision-making capabilities and improved operational efficiency in managing their investment portfolios.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Investment Software Group

Founded

2008

Country

United Kingdom

Website

www.investmentsoftwareltd.com/imix

Vendor Details

Company Name

Point

Founded

2017

Country

United Kingdom

Website

pointgroup.io/investment-data-intelligence-platform

Product Features

Product Features

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