We have a growing suite of tools and vendor integrations to make it easier than ever to gain business intelligence with PBI.
Ensure operational control, improve performance, and establish data governance - all while reducing risk, increasing profitability, and lowering the total cost of ownership.
PBI allows you to discover insights faster. From intuitive analytics to advanced dashboards, you'll gain a holistic view of how your business is performing.
Address operational hurdles by giving your team access to the right data, in the right way, at the right time. Show Me More.
Make business intelligence accessible for every department at your firm. Give everyone a unified view of what is happening. Show Me More.
Our team will get you up and running in just a few weeks using pre-built interfaces and integrations to speed up custom work. Show Me More.
Regulatory compliance tech vendor eflow Global is working with Portfolio BI, a developer of investment management software and services, to help managers meet regulator and investor requirements.
Read StoryWith the UK looking to update its asset management regime post-Brexit, the Financial Conduct Authority (FCA) has published a discussion paper containing a number of proposals.
Read StoryJeremy Siegel, Chief Executive Officer at Portfolio BI, introduces himself and provides an overview of Portfolio BI.
Read Story