Point and Pretim Partner to Deliver AI-Ready Investment Data for Wealth Managers

Point, the Investment Data Intelligence (IDI) platform  providing data infrastructure for wealth and asset managers, today announced a  partnership with Pretim, a specialist in wealth data automation and aggregation. 

The partnership enables wealth managers to adopt a data-first operating model,  combining Pretim’s wealth data automation and aggregation capabilities with Point’s Investment Data Intelligence platform to deliver trusted, AI-ready investment data across the enterprise. 

Many wealth managers still rely on fragmented technology stacks built around traditional portfolio management systems (PMS), CRM platforms and reporting  tools. These systems are designed to move operational tasks through defined processes such as trade booking, reconciliation and reporting, rather than organising and contextualising investment data across the business.  

The Point–Pretim partnership addresses this challenge by enabling firms to restructure their operating model around an AI-ready data intelligence layer.  

In practice this eliminates the use of spreadsheets and manual processes to combine data from multiple systems, custodians, banks, investment funds and  platforms. By consolidating and structuring data at source, firms gain improved  visibility across portfolios, operations and client reporting. More importantly, firms  can deploy advanced analytics or AI on a trusted data foundation that is, reconciled, structured and pre-calculated.  

“For decades wealth managers have struggled with the data aggregation and quality challenge, finding it almost impossible to scale,” said Henk Jan Kinds, CEO  at Pretim. “Pretim was built specifically to solve this. We automate liquid, illiquid and private assets into a single, normalised data layer. Through this partnership  with Point, we can bring that foundation to wealth managers who want to build  flexible, AI-ready businesses on infrastructure that is genuinely fit for purpose.”  

“Wealth managers are increasingly trying to deploy advanced analytics and AI,  but many struggle because their data is fragmented across multiple systems,”  said Tom Williams, CEO at Point. “By combining Pretim’s data automation and aggregation expertise with Point’s data intelligence platform, firms can build a modern operating model with reliable, AI-ready investment data at its core.”  

The joint proposition will support wealth managers seeking to modernise their technology stack, improve operational efficiency and deliver enhanced investment insights and client reporting.