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

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Asset Management Firm

Learn how we helped our client save time with PBI EDM.

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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.