News

James Greenway, Business Development Director at Portfolio BI explores DORA in further detail and outlines what the new legislation will mean for firms operating in the alternative investment space. 

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.

New York – 20 March 2024 Portfolio BI, a world leader in investment management solutions to the alternative asset community, today announced that Jonathan White has been appointed as the new Chief Executive Officer, effective immediately.

PBI announces integration with 7 Chord’s near real-time, delayed, and end-of-day bond prices for Corporate, Sovereign and Government bonds within PBI’s Investment Management System.

Portfolio BI, a leading provider of front-to-back platform solutions for order management, portfolio management, data management, reporting, and public cloud services and support for the buy-side has announced its success as ‘Best OMS’ at the With Intelligence HFM US Service Awards, held in New York this week.

We have long spoken about private equity regarding their lack of automation and steadfast refusal to digitalise core operations - at least relative to other asset classes such as hedge funds and long-only managers – but it seems the private equity industry is finally starting to play catch-up.