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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Kaamfu unites the essential tools, services, individuals, and AI into a single, contemporary workspace, effectively halving your operational friction. By seamlessly integrating vital front-office and back-office functionalities with a responsive workforce and service options, Kaamfu enhances the processes of digital buying, selling, and working. Streamline your work experience by consolidating the necessary tools and services into one accessible location. You can effortlessly create tasks, locate dependable workers, and ensure they are compensated upon completion of their work. Define your tasks using intuitive, user-friendly tools, and recruit the talent you require precisely when you need it. Offer live chat technical assistance to your clients directly on their websites and provide comprehensive billing reports to avoid conflicts. Kaamfu keeps all your time records organized in one central location, allowing for accurate project cost assessment and effective forecasting, while also enabling collaboration among team members for enhanced productivity.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

WordPress

Integrations

WordPress

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Kaamfu

Founded

2022

Country

United States

Website

kaamfu.io

Vendor Details

Company Name

Point

Founded

2017

Country

United Kingdom

Website

pointgroup.io/investment-data-intelligence-platform

Product Features

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Product Features

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