Portfolio BI Blog

Get curated articles and insights from our team of experts. Discover how PBI works to suit your specific role and organization.
Round vertical divider.

The 10 Biggest Benefits of the Public Cloud

Setting up your own cloud-powered business in 2021 has never been easier. These are the key benefits of how the public cloud can transform your business.

Read Story

Navigating security pain points in Microsoft 365 environments

Ewelina Obrzut, Global Head of MSP at Portfolio BI, emphasises the criticality of adept security management in Microsoft 365 by highlighting two predominant areas of concern frequently encountered.

Read Story

Portfolio BI announce appointment of Jonathan White as CEO

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.

Read Story

Why 2024 is the year to invest in your cloud security

As with all periods of growth and innovation that arise from digital transformation, comes great challenges therefore we are offering a free-of-charge security review of company’s Microsoft 365 environments as part of our Cloud Security Advisory Services for both clients and non-clients for Q124.

Read Story

PBI Enhances Portfolio Management with Integration of 7 Chord’s BondDroid Fixed Income Pricing

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.

Read Story

SEC change of rules creates better risk management strategy for broker accounts

Earlier this year, the SEC (U.S Securities and Exchange Commission) published a press release regarding its intention for better risk management in clearance and settlement for broker accounts.

Read Story

Keeping Data Safe and Organised with PBI’s Security Master

In today's digital landscape, the ubiquity of data is undeniable. The strategic organization of data is paramount for business success. For years, companies have aspired to be data-driven, and asset management firms are no exception. However, the path to data-driven success in asset management has encountered unique challenges.

Read Story