Insights

HFM spoke with Portfolio BI CEO Jonathan White following our win in the best analytics tool category at the recent US services awards, focusing on the trends, challenges and impact of AI on Private...

By Sumit Mahajan, Chief Operating Officer Artificial intelligence is reshaping how work gets done across financial services and alternative investments. Firms are evaluating enterprise AI strategies...

By: Aleksandar Vulovic, Chief Information Security Officer Imagine hiring an intern who never sleeps, never gets bored, and can read every internal document in your company. They can probe thousands...

Combining governed data, investment performance expertise, and managed services to help financial services firms scale with confidence. March 11, 2026 – Portfolio BI (“PBI”), a data solutions...

After 100 days at PBI, Chief Technology Officer Paul Goduco reflects on what he’s learned, what’s working, and what he’s focused on next. From the strength of a truly global team to...

New web native architecture delivers enhanced performance, modern user experience and streamlined & flexible front office workflows for private credit New York & London, January 27th, 2026 –...

The ACC’s Global Summit 2025 in London brought together LPs, GPs, and other industry specialists from around the world. Here are key takeaways from Portfolio BI’s Commercial Director, Chris...

Portfolio BI (PBI), a leading provider of SaaS and management solutions for the alternative investments sector, has appointed Paul J. Goduco as Chief Technology Officer.Paul brings to PBI more than 15...

In the financial sector, remote and hybrid work are no longer temporary solutions. They’re now part of the operating model. But while we’ve invested heavily in cloud systems, collaboration tools, and...