Fund managers and asset management firms need more than generic support in today’s increasingly complex and security-conscious IT landscape. They need a managed service provider (MSP) that understands their operating environment, speaks their language and aligns with their strategic priorities.
At Portfolio BI, we believe the differentiator is not size, but service. That’s why we built our managed service PBI Stratus offering on a foundation of deep industry expertise, around-the-clock responsiveness, and an uncompromising commitment to client outcomes.
Our clients aren’t just another account to us. They’re partners in a long-term relationship where service quality and strategic enablement matter most.
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From technical capability to strategic partnership
PBI Stratus offers all the technical depth you’d expect from a full-service MSP – proactive infrastructure monitoring, round-the-clock user support, patching and endpoint security, incident response, and architecture guidance. But where we stand apart is in how we deliver these services.
With PBI, firms gain access to a single partner who not only manages IT infrastructure, but also understands the specific demands of fund management, investment operations and data governance. Unlike most MSPs, we’re also a software and data integration provider. That means we can support not only your technology stack, but your operational workflows and reporting needs, too.
It’s this one-stop-shop model that has earned us the trust of hedge funds, private credit managers and institutional asset managers across the globe.
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The Stratus difference: Service that scales with you
Stratus is designed to either supplement or fully replace your internal IT function. Whether you need additional coverage, end-to-end outsourcing, or expertise on demand, our team integrates seamlessly with yours.
And unlike many MSPs that offer 24/6 support, PBI offers 24/7 support- because in a global, always-on investment environment, there is no room for downtime.
We’re also proud to support clients using Microsoft E5, while many competitors still operate on E3. For our clients, this translates into stronger security controls, more advanced compliance tooling, and better overall control of sensitive environments.
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Built around better outcomes
Our CEO, Jonathan White, champions a service philosophy we call Customer Alpha – a relentless focus on delivering the best possible outcomes for each client. This isn’t just a phrase – it’s embedded in how we design our services, respond to issues, and support growth. From day one, you’ll receive a tailored implementation plan, access to senior experts, and a proactive service model that evolves with your firm.
Jonathan explains: “At PBI, we’re aiming to be the best partner. For us, that means relentless attention to client outcomes, responsive support that never sleeps, and a deep understanding of the fund management space that goes beyond infrastructure. We’re here to empower our clients, not just support them.”
In an industry where performance, security, and reputation are everything, choosing the right MSP partner is about more than technical capability. It’s about finding a provider that truly understands your world – and is invested in helping you succeed.
That’s the Portfolio BI difference.
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How we can help
Whether you’re looking to fully outsource your IT operations or strengthen your existing infrastructure, PBI Stratus offers a tailored, high-touch service model built around your business.
Contact us today to discover how we can help you achieve better outcomes through smarter, more responsive managed services.
