1. EFFICIENCY. SCALBILITY.
PERFORMANCE. SECURITY.
IF YOUR CURRENT TRADING
AND PORTFOLIO MANAGEMENT
SYSTEM IS FALLING BEHIND IN
THESE AREAS, THEN YOUR
BUSINESS MIGHT SOON
FOLLOW.
HOW DO YOU STOP PUTTING
YOUR FIRM AT RISK?

2. BY RETHINKING YOUR
APPROACH.
AND CHANGING THE GAME.

3. NORTHPOINT FINANCIAL HAS
HELPED OVER 100
INVESTMENT MANAGERS STAY
CONNECTED TO THEIR
PORTFOLIOS AND THE
MARKET TO MAXIMIZE
OPPORTUNITIES AND MINIMIZE
RISK

4. NORTHPOINT
FINANCIAL PRODUCT
SUITE
Order
Management
Enhanced
Portfolio
Management 2.0
Regulatory and Investor
Reporting Platform

5. NORTHPOINT FINANCIAL
PRODUCT SUITE: OMS
 Industry’s best multi-asset class
Order
Management
trade order management
software
 Pre and Post trade compliance
rules database
Enhanced
Portfolio
Management 2.0
 Real-time trade and position
blotters
 Audit trail and role-based user
rules
Regulatory and Investor
Reporting Platform
 Integration with FIX, Bloomberg,
Markit, and your prime brokers,
fund administrators, and portfolio
management tools

6. NORTHPOINT FINANCIAL
PRODUCT SUITE: EPM
 Stylized, flexible grid views,
reporting, knowledge date data
Order
Management
Enhanced
Portfolio
Management 2.0
 Data Warehouse, industry
specific data intelligence
 Security Master
 Pricing Master for valuation,
waterfall pricing, rules for market
data usage
Regulatory and Investor
Reporting Platform
 On the go, secure mobile
reporting application

7. NORTHPOINT FINANCIAL
PRODUCT SUITE: RIR
Order
Management
 Single platform database and
usability for multiple regulatory
filings
 Form PF, CPO-PQR, AIFMD,
OPERA and 13F filings covered
Enhanced
Portfolio
Management 2.0
Regulatory and Investor
Reporting Platform
 Full audit trail, note gathering, and
mock filings
 Dynamic dashboards and
automatic loaders
 Reporting and user management
tools

8. SERVICES
Full Lifecycle
Systems
Development
Business
Analysis &
Project
Management
Strategic
Advisory and
Management
Consulting
Application
Integration and
Implementation
IT Outsourcing

9. NorthPoint Financial
Software Solutions and Consulting Services for the Buy Side
 Roots in Consulting and Custom Financial Software Development
 Offer a Full Suite of Software Solutions and Services Focused on the
Operating Platform
 70 Full Time Employees in Financial Division
 65 Developers, BAs, Project Mangers
 5 Business Development and Back Office
 Over 100 Investment Managers Served
 Partnerships And Certifications With Top Providers Including
Bloomberg, Advent, Imagine, ICElink, MarketAxess, Intex, FinCad and
more.

10. NORTHPOINT FINANCIAL
 NorthPoint has been servicing
the industry since 2003
 Managing Partners average
more than 20 years in the
industry
 Roots in consulting and custom
software development
 Over 100 investment
management clients serviced
 We lead with Experience

11. IF YOU ARE READY TO
CHANGE THE GAME:
CONTACT US:
pranaldi@northps.com
Office: 212-819-1700