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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.
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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.
"Working with Portfolio BI did not force us to compromise in any way. We were able
to leverage their deep business expertise to improve firm-wide efficiencies."
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"Our confidence was built early on with PBI as they demonstrated the ability to rapidly solve our challenges and support our business."
"In our view, PBI not only had the expertise we needed, but the platform had more flexibility than their main competitors. You get the platform as well as the ongoing support in a one-stop shop."
Sparked by a combination of growing institutional investor demands, increased regulatory reporting and escalating operational complexity, fund managers are having to make continuous improvements to their in-house technology.
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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.
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