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.

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"Working with PBI did not force us to compromise in any way. We used their deep business expertise to improve firmwide efficiencies."

A Competitive Edge by Way of Business Intelligence

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New York Investment Advisory Firm

A Proprietary Platform That Created Key-Man Risk

$12B AUM Hedge Fund Manager

Hedge Fund Streamlines Data And Reporting Needs With PBI

$19B AUM Investment Manager

Firm Grows Business Thanks To PBI EDM and PBI PMS

Hedge Fund Manager

Fund Managers Uses PBI To Increase Operational Efficiency

Global Asset Class Investment Manager

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

Large OCIO Manager

PBI EDM Provided Necessary Data For Large OCIO Manager

OCIO and Managed Account Platform

PBI Delivers More Robust Reporting Capabilities For Firm.

Asset Manager

Large Fixed Income Asset Manager Enhance Workflows with PBI

Large Fund Allocator

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

88%

Average increase in productivity reported by customers

60+

The number of clients currently using PBI software products to grow their business.

212%

YoY spend on research & development for new products and features

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Be A Data-Driven Organization

Let us show you how PBI can help.