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.
Round vertical divider.

"We couldn’t be happier with PBI and now have a partner we can call upon anytime we need help in the future"

Aperture Investors improved users’ access to relevant data and dramatically reduced turnaround time with Portfolio BI

Read Story
TIG Advisors, LLC

A Competitive Edge by Way of Business Intelligence

Read Story
New York Investment Advisory Firm

A Proprietary Platform That Created Key-Man Risk

Read Story
$12B AUM Hedge Fund Manager

Hedge Fund Streamlines Data And Reporting Needs With PBI

Read Story
$19B AUM Investment Manager

Firm Grows Business Thanks To PBI EDM and PBI PMS

Read Story
Hedge Fund Manager

Fund Managers Uses PBI To Increase Operational Efficiency

Read Story
Global Asset Class Investment Manager

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

Read Story
Large OCIO Manager

PBI EDM Provided Necessary Data For Large OCIO Manager

Read Story
OCIO and Managed Account Platform

PBI Delivers More Robust Reporting Capabilities For Firm.

Read Story
Asset Manager

Large Fixed Income Asset Manager Enhance Workflows with PBI

Read Story
Average increase in productivity reported by customers
The number of clients currently using PBI software products to grow their business.
YoY spend on research & development for new products and features

Be A Data-Driven Organization

Let us show you how PBI can help.