Strengthen your strategies and drive alpha with Portfolio BI, the premier business intelligence software that provides global, multi-asset, end-to-end management for family offices.
Portfolio BI was made to simplify complex information so your family office can truly harness the power of your data, gain actionable insights, and break free from disjointed spreadsheets. Become a data-driven organization by holistically analyzing your portfolio exposures and performance analytics all in one user-friendly tool.
Portfolio BI can aggregate exposure and position-level transparency seamlessly. You can also group exposures by any dimension, including asset class, region, and currency.
Investment teams can monitor exposures and run an attribution analysis relative to a benchmark to understand the real source of returns.
Create reports, export data, or use a custom API plugin to report on a wide variety of investment analytics.
Use Portfolio BI as a repository to store investment-related data, ranging from liquidity to exposures.