Cloud Migration

Avoid the guesswork for successful cloud migrations with PBI

A migration to the cloud is crucial for firms looking to transform their technology and businesses. No matter which cloud you choose, Portfolio BI ensures success through every step of the migration journey.

Request Details
A man planning a Portfolio BI cloud migration project

Get the most value out of the cloud

With COVID-19 and today's remote working environment, it is clear that companies must dramatically accelerate their migration to the cloud to create a foundation for end-to-end digital transformation.

Portfolio BI is here to help your firm navigate these complexities, and we work with each client to determine the right cloud strategy, roadmap, and partnerships, combining our deep industry and technology experience. Our team then works with your firm to execute a seamless migration to the cloud that is secure, cost-effective, and agile.

Portfolio BI Cloud Engineers working
Lightbulb icon
Deep expertise
Lightbulb icon
Comprehensive solutions
Expertise icon
Full Service

Our Process

Our cloud migration framework is comprehensive, combining enterprise capabilities with the right tools, methods, and automations based on your choice of cloud.
Discovery and Analysis icon
Discovery and Analysis
Our cloud experts assess your infrastructure, application & data to determine best fit services based on strategic business needs.
Strategy icon
Leveraging the learnings from the discovery phase, we identify opportunities and recommend the optimal migration strategy.
Planning icon
Our team will discover dependencies to prioritize tasks and identify required remediations helping you reduce risk, time and cost.
Expertise icon
We use automation and migration tools to support a smooth transition, along with a migration management plan to stay on track.

Why migrate to the cloud?

avg. infrastructure cost savings
more efficient IT management
fewer security incidents per year
avg. spend on R&D
Managed using PBI products
Years of experience

Benefits Of The Public Cloud

We find that the public cloud offers many benefits for asset managers, such as lower IT operating costs, more flexibility, and more straightforward scaling than other cloud deployment options. For each step along your journey, you can leverage Portfolio BI's years of experience to build out your firm's organizational, operational, and technical capabilities so that you can gain business results faster.

Team icon
More Control
In the public cloud, you own the keys to your data and systems. Your data is not closed off behind a service provider.
IT systems icon
Robust Secuirty
The public cloud is perfect for small and medium-sized funds that do not necessarily know what storage or bandwidth capacity they need. It gives these firms leading security, encryption and access control.
Accounting icon.
Unparalleled Resilience
Leverage multiple layers of resiliency and deployment options to keep your business running. Deploy efficiently and seamlessly across different cloud providers and multiple regions.
Administration icon
Features + Functionality
You know where you want to go as a business, the technology and your private cloud provider should not hold you back. Leverage features traditionally available for large firms, at a fraction of the cost.
Operations icon
Cost Efficiency
Reduce the overall costs for the company by centralizing the operation, management, and maintenance of the server resources and sharing them across all cloud services. With the public cloud, you only pay for what you use.
Database icon.
Fewer Opperational Errors
By using a public cloud service, you'll be using a standardized service, reducing issues and defects. Less time will be spent by your developers on operational issues, and you can instead focus on accomplishing buisness objectives.
Cloud Strategy

Architecting Your Cloud Strategy Roadmap

Portfolio BI can help take you through the process of cloud architecture, with methodical assessment & careful implementation of solutions for your firm.
Portfolio BI Architecting Your Cloud Strategy Roadmap
Architecting Your Cloud Strategy Roadmap

Cloud Migration Partners

We maintain strong relationships with every major cloud player in the industry, including AWS and Microsoft Azure. Utilizing a cloud agnostic approach, Portfolio BI can recommend the provider that’s the best fit for your business use case and deploy the solutions efficiently.

Get the data you need to manage better business outcomes.

Get a Demo