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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"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

Large Fund Allocator

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

West Coast Hedge Fund

West Coast Hedge Fund Improves Treasury Management and Automates Internal Reports

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

Be A Data-Driven Organization

Let us show you how PBI can help.