The functionality you need now on a platform built for the future.

Portfolio BI connects market-leading firms with powerful solutions in a flexible, scalable way.

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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.
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.

Solutions For Your Firm

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

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.

Secure. Powerful. One solution for your firm.

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.

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.

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.

Trusted by Leading Firms

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.
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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."
California Based Hedge Fund
"PBI EDM helps us daily by compiling our data and providing checks and notifications to help us act on the data."
West Coast Hedge Fund
"PBI EDM collects, processes, and organizes our data, enabling us to complete tasks in a more time-efficient manner. "
Asset Management Firm

Recent News

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Portfolio BI Approaches Holidays by Giving Back

This holiday season, Portfolio BI has donated to Feeding America, RBaby Foundation, and The Robin Hood Foundation.

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Portfolio BI Recognized by FI Ops & Services Awards 2021 and HFM Global US Technology Awards

PBI has been shortlisted in the FI Ops & Services Awards 2021 and HFM Global US Technology Awards

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Trade Allocation Checklist

A comprehensive and robust trade allocation policy can go a long way towards mitigating risk. Our team breaks down the top three trade allocation best practices in this guide.

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Get the data you need to manage better business outcomes.

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Looking to learn more about PBI? Head over to our blog to see the latest updates from our company. Learn More