The Platform Built For The Future

Portfolio BI connects market-leading firms with powerful solutions in a flexible, scalable way.
Portfolio BI portfolio management system for investment management firms.

Build a better operating platform with Portfolio BI

Our software developers worked in close partnership with our financial services veterans with one aim: to make Portfolio BI (PBI) the best solutions provider for the alternative asset industry, with the features and capabilities that benefit you the most.
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Design Your Experience

We have a growing suite of tools and vendor integrations to make it easier than ever to gain business intelligence with PBI.

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Solutions for Your Firm

Ensure operational control, improve performance, and establish data governance - all while reducing risk, increasing profitability, and lowering the total cost of ownership.

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Powerful Insights From Data

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.

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Secure. Powerful.
One solution for your firm.

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Smarter Operations

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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Data for All

Make business intelligence accessible for every department at your firm. Give everyone a unified view of what is happening. Show Me More.

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Fast Time to Market

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.

What our clients are saying

Leading firms across hedge fund, private equity, family office, fund allocator, and asset management industries rely on PBI to work more efficiently.

See below a list of select clients who have deployed Portfolio BI products in their daily workflow, and have gained value from the power of a flexible, autonomous, data-driven process.
Meet Our Clients
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"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."
Alternative Investment Fund
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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."
New York Investment Advisory Firm
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"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."
California Based Hedge Fund
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Recent News

Visit Blog
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Why 2024 is the year to invest in your cloud security

As with all periods of growth and innovation that arise from digital transformation, comes great challenges therefore we are offering a free-of-charge security review of company’s Microsoft 365 environments as part of our Cloud Security Advisory Services for both clients and non-clients for Q124.

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PBI Enhances Portfolio Management with Integration of 7 Chord’s BondDroid Fixed Income Pricing

PBI announces integration with 7 Chord’s near real-time, delayed, and end-of-day bond prices for Corporate, Sovereign and Government bonds within PBI’s Investment Management System.

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SEC change of rules creates better risk management strategy for broker accounts

Earlier this year, the SEC (U.S Securities and Exchange Commission) published a press release regarding its intention for better risk management in clearance and settlement for broker accounts.

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