Leading Firms Use Portfolio BI

Leading firms rely on Portfolio BI to work more efficiently and competitively. We worked closely with these firms to develop
and deliver products and services that drive meaningful outcomes.

See below for a list of select clients who have deployed PBI
and enjoy the power of autonomous technology in their investing process.
California Biopharmaceutical Firm

"PBI has more flexibility than it's competitors."

Firm replaces 12-hours of manual processes per month with PBI EDM

Read Story
$12B AUM Hedge Fund Manager

Hedge Fund Streamlines Data And Reporting Needs With PBI

Read Story
$19B AUM Investment Manager

Firm Grows Business Thanks To PBI EDM and PBI PMS

Read Story
Hedge Fund Manager

Fund Managers Uses PBI To Increase Operational Efficiency

Read Story
Global Asset Class Investment Manager

Firm Creates Data Management platform and Data Governance Model With Help From PBI

Read Story
Large OCIO Manager

PBI EDM Provided Necessary Data For Large OCIO Manager

Read Story
OCIO and Managed Account Platform

PBI Delivers More Robust Reporting Capabilities For Firm.

Read Story
Asset Manager

Large Fixed Income Asset Manager Enhance Workflows with PBI

Read Story
Large Fund Allocator

Large Fund Allocator uses PBI PMS and OMS to decrease inefficiencies.

Read Story
West Coast Hedge Fund

West Coast Hedge Fund Improves Treasury Management and Automates Internal Reports

Read Story
85%
Average increase in productivity reported by customers
2x
More cost effective than competitors
3k+
Average number of calculations made by users of Portfolio BI

Be A Data-Driven Organization

Let us show you how PBI can help.