Insights

Portfolio BI (“PBI”) today announced that Simona Stunguryte has joined the company as Head of Growth and Partnership Solutions, EMEA. Based in London, Simona will lead efforts to expand...

PBI today announced a partnership with Bigleaf Networks, the performance control layer for the multi-carrier, multi-path enterprise. This addition further enhances PBI’s managed services portfolio and...

“When we partner with our clients on AI adoption, we see tremendous potential waiting to be unlocked. The fastest path to realizing that potential is not rushing to deploy tools, but taking the...

By: Aleksandar Vulovic, Chief Information Security Officer Reg S-P: An operational readiness test for US investment managers The SEC’s Regulation S‑P – Privacy of Consumer Financial Information...

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...