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Portfolio BI connects market-leading firms with powerful solutions in a flexible, scalable way.
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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 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.
“In our view, PBI not only had the expertise we needed, but the platform had more flexibility than their main competitors."
"PBI EDM helps us daily by compiling our data and providing checks and notifications to help us act on the data."
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"PBI EDM collects, processes, and organizes our data, enabling us to complete tasks in a more time-efficient manner. "
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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Convergence between hedge and private capital strategies shows no sign of losing momentum.
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PBI named the Best Trading Technology by AltCredit in its AltCredit US Services Awards.
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