Point, a UK-based Investment Data Intelligence platform serving wealth and asset managers, and Pretim, an expert in wealth data automation and aggregation, have entered into a strategic partnership. This collaboration is aimed at enabling firms to restructure their operational model around a unified, AI-ready data layer.
The combined solution leverages Pretim’s capabilities in automating and aggregating diverse assets, including liquid, illiquid, and private investments from various custodians, banks, investment funds, and platforms. It integrates with Point’s Investment Data Intelligence platform to create a cohesive data foundation. The goal is to eliminate the need for manual processes and spreadsheets, transforming fragmented and disorganized data into a normalized, reconciled, and pre-calculated resource.
Addressing Technology Stack Limitations
Many wealth managers continue to operate with complex technology stacks, often centered around traditional portfolio management systems, CRM platforms, and reporting tools. These systems are optimized for specific tasks such as trade booking, reconciliation, and reporting, rather than providing a comprehensive view of investment data across the organization.
The integration between Point and Pretim aims to consolidate and structure data at its source, offering improved visibility into portfolios, operations, and client reporting. This enables firms to deploy AI and advanced analytics on a robust data layer without requiring extensive data transformation later on.
Targeting modernization efforts among wealth managers, this partnership supports the need for operational efficiency and the provision of better investment insights and client reports.
In light of these developments, Henk Jan Kinds, CEO at Pretim, noted that decades-old challenges with data aggregation and quality have been addressed. He emphasized the partnership’s role in providing a flexible, AI-ready foundation for firms aiming to build advanced business operations. Similarly, Tom Williams, CEO at Point, highlighted how combining Pretim’s automation expertise with Point’s intelligence platform will empower firms to construct modern operating models centered on reliable investment data.
