Back to Blog

Portfolio BI Wins Best Data Management Product Award

Portfolio BI wins Best Data Management Product at the 2021 HFM US Technology and Service Awards.
Portfolio BI
divider round bottom

Portfolio BI Wins Best Data Management Product Award

New York, January 27, 2021, | Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that HFM Global recognized Portfolio BI EDM at the US Technology and Service awards as the Best Data Management Solution for the hedge fund sector.  

“Managing data across many systems is a challenge that touches all funds, large or small. Today firms demand a platform designed to manage constant change, such as regulatory requirements, business requirements, changing market demands, or organizational demands. Portfolio BI EDM meets these challenges.” said Jeremy Siegel, CEO at Portfolio BI. “We are humbled by this recognition and its testament to our expertise in helping firms establish a strategic approach to data management that supports their growth.”  

The HFM US Technology Awards 2021 celebrates those firms who outperformed their peers over the past year and recognizes those service providers showing exceptional client service and innovation.

About 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. www.portfoliobi.com

Share on social media: 

More from the Blog

Good Data Hygiene Supports the new SEC Marketing Rules

The Securities and Exchange Commission (SEC) has upgraded forty-year-old rules that affect investment advisors’ (RIAs’) marketing communications to help prevent fraud. The aim of the new rules is to adapt them to modern digital advertising media and clarifying relationships.

Read Story

The SEC Proposes New Oversight Requirements for Third Parties

The Securities and Exchange Commission (SEC) unveiled protective new proposals in October 2022 which would affect all investment firms that outsource certain functions or services to third party contractors.

Read Story

ESG data reporting: SEC continue to provide guidance to firms

The SEC have continued to report that the regulatory landscape for ESG disclosure may face significant changes in order to create consistent and comparable data for investors.

Read Story