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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

Contract manufacturing companies can utilize OPAL CRM to effectively monitor their field sales teams, allowing sales representatives to create detailed sales strategies, set targets, and enhance their incentive programs. This platform is versatile, supporting financial services firms—including those in banking, wealth management, capital markets, and insurance—by facilitating seamless collaboration among front-office, middle-office, and back-office operations to foster stronger client relationships. In the fiercely competitive real estate sector, efficiently managing sales pipelines and engaging leads is crucial for successful conversions. Additionally, corporate training, skill-based training, and educational institutions frequently struggle with lead pipeline management. OPAL CRM’s Lead Management Software addresses these challenges, enabling these institutions to better manage their leads and drive successful closures while maximizing their overall effectiveness.

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

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$9.99 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

KloudPortal

Country

India

Website

www.opalcrm.com

Vendor Details

Company Name

Point

Founded

2017

Country

United Kingdom

Website

pointgroup.io/investment-data-intelligence-platform

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Alternatives

Alternatives

Third Financial Reviews

Third Financial

Third Financial Software
IMiX Reviews

IMiX

Investment Software Group
WealthERP Reviews

WealthERP

Ampsys Consulting Pvt Ltd.