Investment Management

Technology advisory, data and digital solutions to accelerate your investment fund.

ClearPoint has over a decade of experience working with investment funds, superannuation and wealth organisations.

Trusted advisory for investment management

We help our investment management clients meet their strategic, design and implementation goals.  We bring over-arching tech strategy along with the specialised capacity to deliver implementation roadmaps, data strategy and technology advisory services. We provide investment management system analysis, including portfolio management, data warehousing, and risk assessment.

We can also perform the architectural design and build of all core enterprise management systems. We work directly with your organisation so we can offer specific guidance on the RFI/RFP procurement processes that will best match your desired outcomes.

We can perform enterprise data assessments and reviews for front-office, high level system designs and IT strategic plans for your business.

The single source of truth for your investment data

Spend less time managing multiple sources of investment data to focus on adding value to your teams’ portfolios.

Our sister company, AlphaCert, is an enterprise data management platform, built specifically for the investment fund industry. AlphaCert was born out of the need to provide a faster, cleaner approach for managing complex sources of investment data.

We give our customers control and confidence that their data can be accessed quickly and be relied on to make investment decisions. AlphaCert is a highly scalable platform equally suitable for small boutique funds or large scale multi-billion dollar funds.

AlphaCert is trusted by one of the world’s largest superannuation funds, AustralianSuper.

Our partnerships, your partnerships

We partner with the world’s best platforms and approach each project holistically. We can connect you with partner platforms that will increase retention, enhance user experience, and manage risk and compliance through automated processes and strong security management.

Our partner and cloud specialists perform end-to-end integration and installation of world-class solutions that offer a wealth of options for your business. We consistently partner with state-of-the-art fintech software leaders.

Salesforce is the world’s top CRM and business application platform that can amplify your client focus and give your advisors a competitive edge.

UiPath for Banking & Finance automation helps you move away from managing legacy systems and ignites the spark of your RPA initiatives and scale automation.

Our people are your people

Our people understand the unique challenges and landscape of the financial sector. When you team with us, you’ll work with ClearPoint advisors who are leading experts in helping finance organisations push the next level of innovation. Whether you need one person, a hybrid team or a whole ClearPoint team, we help you get the right people when you need them to deliver what’s best for your business and customers.

Our People

Why ClearPoint

We combine the right platforms, with the best design and engineering expertise, to deliver innovative digital solutions.

We are the leaders in DevOps and Continuous Delivery in NZ, having implemented some of the most complex DevOps transformations.

We increase the velocity within your teams through our individual talent, hybrid and ClearPoint teams that will increase your capability, when you need it.

Exceptional technical leadership that you can draw upon to innovate and deliver faster and safer.

We'd love to help you accelerate! Live chat or get in touch below