IT / Systems

Get a Single Source of Truth with Portfolio BI

With Portfolio BI, you can simplify your architecture and support your business operations by consolidating data from disparate sources.

A Platform Designed to Help You Grow

Many of today’s challenges - emerging asset classes, sophisticated investment strategies, more regulations, and increasing data volumes - are placing unprecedented pressure on your organization.

As technological advancements make collection and analysis possible, issues of transparency, and accuracy emerge.

Today, we can capture and harness data in ways previously only imagined. We view data as being at the center of your organization’s strategy, enabling you to compete in today’s fast-paced and ever-changing environment.

With dedicated and purpose-built technology such as Portfolio BI, you can collect, store, analyze, and re-purpose data to capture its potential value.

Consolidate Data from Various Sources

Use Portfolio BI to combine your data without costly data consolidation tools. With automated data quality checks and validations, your data management solution is optimized for your reporting and analysis requirements.

Portfolio BI also serves as your central repository for all reporting and analytics data. This single-source simplifies your reporting process and enables you to meet your needs.

Three Major Elements of PBI EDM's Data Management Process

You can learn more about our data management component and how it works here.

Managed Data Service

  • Reduce Data Costs
  • Consolidate multiple vendor data sources
  • Improve data quality
  • Gain clear and transparent insights from the data you collect.


  • Make better investment decisions based on accurate and up-to-date data.
  • Allow your back office to gain the insights they need on the position information.
  • Centralize all investment related information into a single location.

Data Warehouse

  • Move the data warehouse from IT to the rest of your business.
  • Implement a customization solution for your firm's needs.
  • Reduce total maintenance costs through PBI EDM's cloud-based platform.

Why Choose Portfolio BI?

  • Efficiency and accuracy
    Clean and accurate data for reporting and analysis.
  • Automation and flexibility
    Simplified reporting with a single source of the truth. Uses trade file interfaces and reconciliations with 3rd parties (e.g., PBs, Custodians, Admins, Internal Systems, etc.)

  • Timely and automated reporting
    Support at every step and ability to access data wherever you are.

See how Portfolio BI compares with other buy-side technology vendors.

Central Data Repository
Consolidation of internal and external data
Automated data quality checks and validations
Compatible with virtually all data management infrastructures
Workflow management for data

Get the data you need to manage better business outcomes.

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