Portfolio BI bring hands-on business intelligence to every engagement, with decades of experience in driving efficiencies and optimizing outcomes for hedge funds, asset management, family office, and private equity clients.Learn More
With an unparalleled number of automated processes and a highly flexible database architecture, Portfolio BI reduces operational risk and costs.
With Portfolio BI, you virtually eliminate manual processes and limit the number of processing errors, drastically reducing the cost of managing your funds. Furthermore, automation gives you the ability to handle additional clients without lowering service levels, while flexibility allows you to maintain an almost unlimited number of holdings, portfolios, scenarios, and strategies.
As a result, you can accommodate new funds, accounting standards, and reporting requirements, as well as manage higher transaction volumes without a corresponding increase in costs.
Portfolio BI produces an investment operating platform designed to support all major asset classes and investment vehicles across diverse strategies and jurisdictions.
“Working with Portfolio BI did not force us to compromise in any way. We were able to leverage their strong technologists, deep business expertise, and aptitude all to improve firmwide efficiencies and workflows”