Point Group
Curated by SignalWealth management software suite optimizing investment strategies and client engagement.
Overview
Point Group is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with support from artificial intelligence (AI) and machine learning for predictive analytics. The target audience for Point Group includes investment managers, focusing on the need for effective data aggregation and analysis to facilitate personalized client advice and ensure compliance with regulatory requirements. The platform includes application programming interfaces (APIs) that allow for integration with external financial services, and its data architecture is designed to accommodate future advancements in AI. The software aims to provide insights and enhance operational efficiency in investment management.
Key facts
- Founded
- 2017
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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Open roles
2 rolesHEAD OF PLATFORM ARCHITECTURE
London Area, United Kingdom · On-site · Volunteer
CLIENT DELIVERY COORDINATOR
London Area, United Kingdom · On-site · Volunteer
