Investment Operations

Building Best-in-Class Operations for Family Offices

At Hext Point™, we help family offices design and implement robust, scalable, and efficient investment operations. Our goal is to ensure your operational infrastructure is simple to operate, supports your long-term objectives while maintaining flexibility for growth.

Why It Matters

Family offices face increasing complexity in managing diverse asset classes, reporting requirements, and regulatory obligations. A strong operational foundation is essential for:

• Accuracy in performance reporting

• Efficiency in workflows and processes

• Risk Mitigation through proper controls and governance

Our Approach

We partner with you to assess, design, and optimize your investment operations across:

• Trade Lifecycle Management – From execution to settlement

• Data Management – Centralized, clean, and reliable data

• Performance & Risk Reporting – Transparent and timely insights

• Governance & Compliance – Processes aligned with best practices

Technology Consulting

Technology is at the core of modern investment operations. Through our Technology Consulting service, we help you:

• Evaluate and select software solutions for portfolio management, accounting, and reporting

• Integrate systems for seamless data flow

• Leverage automation to reduce manual work and errors

Why Hext Point™

Independent & Objective – We work for you, not the vendors

Deep Expertise – Combining operational know-how with technology insight

Tailored Solutions – Built around your unique structure and goals

Ready to build best-in-class operations?