Leading Firms Use Portfolio BI

Leading firms rely on Portfolio BI to work more efficiently and competitively. We worked closely with these firms to develop
and deliver products and services that drive meaningful outcomes.

See below for a list of select clients who have deployed PBI
and enjoy the power of autonomous technology in their investing process.
California Biopharmaceutical Firm

"PBI has more flexibility than it's competitors."

Firm replaces 12-hours of manual processes per month with PBI EDM

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$12B AUM Hedge Fund Manager

Hedge Fund Streamlines Data And Reporting Needs With PBI

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$19B AUM Investment Manager

Firm Grows Business Thanks To PBI EDM and PBI PMS

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Hedge Fund Manager

Fund Managers Uses PBI To Increase Operational Efficiency

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Global Asset Class Investment Manager

Firm Creates Data Management platform and Data Governance Model With Help From PBI

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Large OCIO Manager

PBI EDM Provided Necessary Data For Large OCIO Manager

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OCIO and Managed Account Platform

PBI Delivers More Robust Reporting Capabilities For Firm.

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Asset Manager

Large Fixed Income Asset Manager Enhance Workflows with PBI

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Large Fund Allocator

Large Fund Allocator uses PBI PMS and OMS to decrease inefficiencies.

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West Coast Hedge Fund

West Coast Hedge Fund Improves Treasury Management and Automates Internal Reports

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Average increase in productivity reported by customers
More cost effective than competitors
Average number of calculations made by users of Portfolio BI

Be A Data-Driven Organization

Let us show you how PBI can help.