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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."
Portfolio BI, a leading provider of front-to-back platform solutions for order management, portfolio management, data management, reporting, and public cloud services and support for the buy-side has announced its success as ‘Best OMS’ at the With Intelligence HFM US Service Awards, held in New York this week.
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Regulatory reporting obligations have created a plethora of challenges across different organisations within the financial service industry, from insurers and banks to asset managers and payment processing firms
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Introduced under the Dodd-Frank Act as a mechanism to enable US regulators to proactively identify build-ups of systemic risk in the private funds industry
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