Serving The Investment Management Industry

NorthPoint has successfully enhanced the investment and operational platforms at many of the leading investment management firms. Our clients range from early stage to mature funds and our solutions cover all types of strategies and asset classes.

Who We Serve

The Financial Services Practice addresses the unique operational, analytical, and reporting challenges faced by investment and operations professionals within investment management firms.

Operational Challenges

  • Encompassing day-to-day booking, settling, clearing, and management of transactions
  • Managing all activity against portfolio assets and allocating costs/revenues
  • Ensuring accurate books and records to indicate a fund's true assets/liabilities, exposure, profit/loss, etc.

Investment Challenges

  • Supporting investment professionals responsible for analysis, risk management, portfolio management, investor reporting, and other investment decisions
  • Incorporating requirements only partially met by data captured through Operations
  • Providing quantitative and qualitative data in addition to books and records

Operations and portfolio management professionals find it difficult to address the above challenges with existing software and require manual processes and spreadsheet-based work arounds. A single, consolidated platform needs to be established in order to eliminate complexity, reduce risk, and increase quality and timeliness of data.

Learn about our solutions for operations and portfolio management professionals