SOLIAMVERMEG
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Related Products
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About
Point is a data-first, cloud-native Investment Data Intelligence (IDI) platform designed for wealth and asset managers, including family offices, external asset managers, private banks, and advisory firms. It aggregates and reconciles complex investment data, custodial, platform, AIFMs, direct investments, real estate, foreign exchange, and collectibles across multi-asset, multi-custody, multi-currency environments, delivering an independent Investment Book of Record (IBOR) updated daily. The system controls and secures data ingestion, employs advanced analytics and AI-driven insights, and offers detailed portfolio performance, risk, and opportunity visualizations via configurable dashboards. With open APIs and modular design, it integrates seamlessly with front-office CRMs, client portals, reporting engines, and back-office systems, enabling clean, reconciled, and shareable data across workflows.
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About
SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with a robust ALM engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Wealth and asset management firms seeking a solution to aggregate, reconcile, analyze, and share diverse investment data for enhanced decision-making and client engagement
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Audience
Asset owners, wealth managers, financial institutions, and regulatory/compliance teams seeking efficient, compliant investment management solutions.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPoint
Founded: 2017
United Kingdom
pointgroup.io/investment-data-intelligence-platform
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Company InformationVERMEG
Founded: 1993
Netherlands
vermeg.com
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Integrations
No info available.
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Integrations
No info available.
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