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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."
The Securities and Exchange Commission (SEC) unveiled protective new proposals in October 2022 which would affect all investment firms that outsource certain functions or services to third party contractors.
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The Securities and Exchange Commission (SEC) has upgraded forty-year-old rules that affect investment advisors’ (RIAs’) marketing communications to help prevent fraud. The aim of the new rules is to adapt them to modern digital advertising media and clarifying relationships.
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The SEC have continued to report that the regulatory landscape for ESG disclosure may face significant changes in order to create consistent and comparable data for investors.
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