Portfolio BI continues its next phase of growth with appointment of William Ercolano as CTO

Portfolio BI, a leading provider of SaaS and management support solutions to the alternative assets community, this week announced the appointment of William Ercolano to the role of CTO. William was previously VP of Client Technology at Eze Castle Integration, and his addition positions the firm, which has grown strongly in recent years, for the next stage of technology development. This follows a strategic review of the business by the Supervisory Board which also appointed Jonathan White as CEO in March 2024. William brings a wealth of knowledge in supporting Financial clients and developing FinTech products in the alternative investment space. He brings more than 18 years of industry and client service experience to Portfolio BI.

“Bill is going to be an integral part of the team as we continue to expand our current client footprint and help scale our solutions, solving the increasingly complex data workflow, analytics, governance and security challenges in the asset management space.” commented Jonathan White, CEO of Portfolio BI. “This is just one new and exciting component to a larger strategy that we will continue to execute in 2024.”

William Ercolano commented: “I am excited and humbled to join Portfolio BI as their new CTO. I have over 18 years of experience in designing, implementing, and supporting financial technology solutions. I am ready for my new challenge in leading Portfolio BI’s technology team to become the premier data analytics and MSP provider in the financial world.” He continued “I want to establish Portfolio BI as a thought leader in the industry, specifically noting our premier MSP services, along with our robust and industry leading Enterprise Data Management, OMS and PMS platforms, giving clients best in class products and services.”


Portfolio BI provides back to front office investment management software solutions and services to the global investment management industry. The firm is asset agnostic and supports 150 of the world’s top tier hedge funds accounting for in excess of $1 trillion AUM, as well as mutual fund managers, Fund of Funds, Family Offices and directly investing institutions.



About Portfolio BI 

Portfolio BI is a leading provider of investment management solutions to the alternative asset community, empowering the most sophisticated buy-side firms to take control of their portfolio and trading data. Portfolio BI works across complex asset classes offering best-in-class software and a Managed Service Platform (MSP) that help its clients succeed in an ever-changing risk and regulatory environment. Portfolio BI supports 150 of the world’s top tier hedge funds representing over $1trillion in AUM, as well as general asset managers, family offices, Funds of Funds, and institutional investors – all of whom trust and rely on the firm’s expertise and cutting-edge technology.


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