Streamline Hedge Fund Workflows with Portfolio BI

Strengthen your strategies and drive alpha with Portfolio BI, the premier investment management software that provides global, multi-asset, end-to-end management for hedge funds.

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Find Untapped Alpha

Analyze opportunities, formulate your strategy, and discover liquidity across markets while optimizing your workflow with our powerful, customization capabilities.

Our multi-asset solution enables buy-side firms to manage their investment process and allows them to produce a hub for their investment operations.

Our platform has the superior ability to host your financial market content, which can power your search for alpha. Additionally, our system naturally contains the depth of data you need to make the right decisions at the right time, all within our cloud-based solution.

Improve Returns, Capture Alpha

  • Flexible & Configurable
    Tailor the system to your needs based on your strategy or role with built-in configuration.
  • Front-to-Back Office Integration
    PBI brings together all the departments in your enterprise, streamlines workflows, and inspires collaboration.
  • Enterprise-Class Compliance
    Prevent problems before they happen with an adaptive, fully integrated, compliance-forward investment platform.
Faster Implementation Than Competitors
More Cost Effective Than Competitors
Combined AUM of Clients Using PBI

Increase Productivity

PBI's investment management tools are backed by best-in-class data governance. This data can reveal interconnecting business relationships, sources of risk, and areas ready for new investment opportunities. PBI is built with the tools you need to drive productivity and fund performance.

Optimize Internal Research

Enhance communication across your firm by aggregating research in a central location, making it faster and easier to store, retrieve, track, and share ideas.

Risk and Performance Analysis

Make informed investment decisions and gain transparency into your accurate risk exposure with PBI's portfolio analysis tools.

A Central Hub for Your Firm

Streamline your company and market analysis with a single solution that enables you to generate innovative investment ideas, analyze performance, and manage risk across the front, middle, and back-office..

Get the data you need to manage better business outcomes.

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