Powerful operational solutions
Portfolio BI delivers fully integrated, multi-currency portfolio management, financial and partnership accounting for family offices in a secure platform you can access anytime, anywhere. We provide solutions to single and multi-family offices for their complex needs, from nested entities to sophisticated investment strategies.
Our platform includes integrated reporting for multi-tiered ownership structures, multi-asset class investments, and increasing demands that characterize this market. This combination of a dedicated support team that is an extension of the family office and Portfolio BI’s integrated platform simplifies a family office's complexity.
Our platform includes integrated reporting for multi-tiered ownership structures, multi-asset class investments, and increasing demands that characterize this market. This combination of a dedicated support team that is an extension of the family office and Portfolio BI’s integrated platform simplifies a family office's complexity.