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.
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."
"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."
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.Read Story
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.Read Story
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.Read Story