Average Ratings 0 Ratings
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
Venn, developed by Two Sigma, empowers investors to adopt a contemporary, data-driven methodology for managing multi-asset portfolio risks and making informed investment choices. Enhance your investment assessment workflow while fostering collaboration among your team members. Venn features a user-friendly interface and an intuitive factor-based risk framework designed to assist investors in identifying potential risks within their portfolios and adjusting their strategies to align with future goals. By comparing managers against your specific objectives, you can utilize conventional risk metrics alongside factor analysis, requiring only a set of returns to begin. Gain deeper insights into the risk factors influencing your portfolio through the Two Sigma Factor Lens™️, and perform optimization analyses tailored to your organization's unique constraints and objectives. Venn not only enables you to proactively mitigate undesired or unremunerated risks but also provides clarity on how variations in your strategic asset allocation can impact anticipated performance and allows for the optimization of your current investment positions. Ultimately, Venn serves as a crucial tool in refining your investment strategy and enhancing overall portfolio performance.
API Access
Has API
Yes
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
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
No
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Point
Founded
2017
Country
United Kingdom
Website
pointgroup.io/investment-data-intelligence-platform
Vendor Details
Company Name
Two Sigma
Founded
2019
Country
United States
Website
www.venn.twosigma.com
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No