Data solutions and cloud infrastructure services for alternative asset managers

“Philosophically we look to establish long-term partnerships with any third-party we choose to work with. Portfolio BI was no different and we quickly found the expertise of their people and understanding of our business to be a fantastic match. They worked side-by-side with us to implement a data solution that lays a foundation for our future.”

“Portfolio BI was the right fit for us because of their comprehensive order management functionality, subject matter expertise, and industry reputation. PBI OMS provided (us) with the flexibility and scalability to meet our growth.

"The improvements and options Portfolio BI enabled meant our developers were happier and substantially more productive with their coding. Additionally, the team collaboration and the engagement of the business stakeholders meant that more features than initially planned were released to the end users, and in a faster timeframe."