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Average Ratings 0 Ratings
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.
Description
Voly stands out as the premier accounting and financial management solution tailored for superyachts and diverse asset portfolios, offering an all-in-one platform for managing yacht finances, multi-asset holdings—including real estate and private aviation—alongside cash flow, invoices, charter management, payments, and currency exchange. This innovative system provides users, including captains, crews, owners, management firms, family offices, property supervisors, house staff, aviation teams, chauffeurs, accountants, and bookkeepers, with immediate insights into their entire financial landscape through an engaging dashboard. Additionally, Voly features a comprehensive Voly Prepaid Mastercard and a foreign exchange payment system that supports both SEPA and SWIFT transactions. Users can also log transactions on the go with a convenient mobile application, which offers up-to-the-minute updates on cash and card balances. With Voly, managing complex financial operations becomes streamlined and efficient, enhancing the overall experience for all stakeholders involved.
API Access
Has API
API Access
Has API
Integrations
Mastercard Payment Gateway Services
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
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
Point
Founded
2017
Country
United Kingdom
Website
pointgroup.io/investment-data-intelligence-platform
Vendor Details
Company Name
Voly
Founded
2016
Country
United Kingdom
Website
www.volygroup.com