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Portfolio BI Completes Multiple Remote Client Implementations

Unfettered by Covid-19, Portfolio BI's remote delivery model successfully completes multiple client implementations
Portfolio BI
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New York, June 23, 2020 | Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, announces the completion of several virtual client implementations. Using Portfolio BI's worry-free, end-to-end implementation remote delivery model, Portfolio BI was able to bring its clients into production, on time, and while also supporting them with business continuity.  

"The buy-side has traditionally experienced on-premise implementation. The Portfolio BI team's ability to operate within a fully remote delivery model is a testament to the agility of our solutions and the technological expertise of our seasoned financial experts," said Sumit Mahajan, Managing Director and Head of Client Service of Portfolio BI.  

The Portfolio BI virtual delivery model provides clients with choices that offer full virtual or hybrid models that offer flexibility during challenging work instances such as Covid-19.  Additionally, they offer the potential for a reduced cost with no loss of time, focus, or support.

"Our mission from day one has been to provide a robust platform for the buy-side that does not require the time, expense, and risk associated with traditional investment management software platforms. We are delighted that this is evident in the success of our virtual implementation model,” said Jeremy Siegel, CEO of Portfolio BI.  

Portfolio BI  

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and trading data. Born from the merger of LUX FTS and NorthPoint, and backed by Credit Suisse Asset Management's NEXT Investors, our clients benefit from our integrated platforms, local technological expertise, and seasoned financial experts.  

We help the buy-side access, organize, and analyze their data; we help firms act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to unique business needs. 150 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 25 years.

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