Front Office

Software that empowers asset owners

Sophisticated, multi-asset class investors need high-tech data and investment management solutions for their front office. Portfolio BI is engineered to efficiently evaluate portfolios, acquire better insights, and mitigate operational risk to power investment decisions.

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Simplify your front office rollout

Front office professionals in today's environment are feeling the pressure when it comes to growing their assets. Increasing fees, illiquid products, and other factors have added to this tension. Also, operational complexities such as data reconciliation, accuracy, and latency issues, and increased M&A activity contribute to a firm's risk.

Simplifying your technology infrastructure is, therefore, paramount. You need to be able to quickly react to the market, while continuously adjusting to regulatory requirements, without adding operational costs.

Through Portfolio BI, you'll be able to gain a competitive advantage by being able to act with agility in the marketplace.

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Lower Costs

Mitigate project risks and decrease implementation costs

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Fast setup

Get up and running with Portfolio BI quickly and shorten time-to-market

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Proven solutions

Work with proven solutions used by industry peers

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Access Portfolio BI's vast business expertise gained from over 60+ financial services experts globally

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Get the full flexibility of Portfolio BI software solutions combined with embedded standard process flows

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Seamless updates

Easy upkeep of Portfolio BI EDM, OMS, and PMS with smoother upgrades

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Grows with your business

PBI is built to scale in line with your business needs with the ability to facilitate deployment of future solutions

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Act Quickly

Benefit from fast integration of compliance changes and deploy custom integrations to meet specific business needs.

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Market leading software

Portfolio BI is the foundation of your firm that provides data for portfolio management, trading and order management and compliance for investment restrictions, including pre and post-trade compliance checks.

An integrated approach

Your front office needs a high degree of confidence that the output produced incorporates all changes and updates, right down to investment level attributes. It must be an accurate representation of the full picture a given portfolio manager is responsible for, giving you ultimate control over where you stand vs.your portfolio mandates.

Portfolio BI offers a full view of risk and exposure, including full position and cash analytics. We offer a genuinely consolidated platform across every asset management function, allowing for the highest degree of innovation possible.
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“With PBI, you get the platform as well as the expertise, customization, and ongoing support in a one stop shop.”
Key Features

Delivering what you need

A holistic digital and service solution for modern institutional portfolios fit for purpose to enable data integration, team collaboration and portfolio analysis.

Comprehensive and customizable

• A single source of accurate and complete data
• Greater access to the data you need, how and when you need it
• Completely customized to your investment process

Efficient and impeccable

• More automation, fewer manual tasks to drive operational efficiency
• Expertise and consultation from our team.
• Visibility across teams and asset classes to enable collaboration

Deep analytics

• Understand with confidence the true health of your portfolio.
‍• Analyze multiple factors to chart the best course forward
• Model multiple scenarios to better understand the impact of your decisions and market volatility

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By the numbers

Implementation cost savings
Clients worldwide
Global offices
Managed using PBI software
Aperture Investors, LLC
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Leading Firms Use Portfolio BI 

Meet some of our clients and discover the impact that partnering with Portfolio BI can create.

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