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Managed Services

Financial Services IT For The Whole Organization

From innovative startups to industry leading firms, Portfolio BI provides an end-to-end cloud platform, cloud migrations, and other managed services for asset managers, hedge funds, family offices, and private equity firms.

24/7/365 Support and Monitoring
Plus access to our global team of asset management experts.
Combined number of servers helping PBI clients monitor and manage their data.
R&D Spend
YoY spend on research & development for new products and features

Work from anywhere with Portfolio BI

Go beyond the traditional resource and capital-heavy IT model and scale your business, pivot strategies, and adapt to changing market opportunities at a moment's notice. Our managed services include a best-in-class technology stack that allows your team to securely and efficiently focus on your investment performance no matter where you are.
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Unified Infrastructure
We deliver strategic, digital transformation solutions that unites technology across every facet of your business.
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We leverage industry standard algorithms to ensure our solutions are architected for data security from the start.
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Technological Agility
We are experts at transforming legacy, monolithic infrastructure into flexible, modular architecture that adapts with your business.
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Automate tedious business and technical processes to relieve your critical resources and increase time to value for your firm.
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Industry experience
Across many industries, our teams have decades worth of experience specifically focused to handle the growing needs of the alternative investment industry.
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Tools for your department
We architect our systems to makes it easy for teams to meet investor demands with real-time accurate insights to nearly any device at the moment of relevance.

Components of MSP Offering

24/7 year-round remote incident support coverage

  • Access to the Portfolio BI Incident Support Desk 24/7/365 via either email, phone or portal
  • Troubleshooting of operational or systemic problems with the Portfolio BI deployed Cloud platform/solution
  • Provide assistance with licensing, invoicing, and subscription inquiries for Portfolio BI procured devices & applications;
  • How to questions about Portfolio BI deployed services and features

Remote incident support for Portfolio BI managed AWS, Azure

  • Access to the Portfolio BI Incident Support Desk 24/7/365 via either email, phone or portal

Remote incident support for Portfolio BI managed AWS, Azure

  • Access to the Portfolio BI support engineers for remote incident support for Portfolio BI deployed solutions, including apps, O/S and devices


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Bespoke support coverage or SLA requirements
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Remote incident support for third party apps, operating systems and devices
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On-site incident support attendance with SLA (office hours)

Basic monitoring of Portfolio BI deployed apps, operating systems and devices

  • Proactive Portfolio BI investigation of monitoring alerts raised by our monitoring Platform and regular system health checks


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Advanced monitoring
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Monitoring of third party apps, operating systems and networking

Patching of Portfolio BI deployed apps, operating systems and devices

  • Critical security patches on Portfolio BI managed devices and managed applications

DR test for Portfolio BI delivered platform

  • Annual DR Testing of the Portfolio BI deployed Cloud platform/solution will be completed with Client involvement where required. (Note that DR Planning and documentation will be delivered as part of the Cloud Platform deployment deliverables. If this is not part of Delivery then there would need to be a billable project to plan and document ahead of any annual DR test activity)


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Dedicated onsite support engineers during office hours
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Critical security patch of third-party apps, operating systems and devices
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DR test for Portfolio BI delivered platform (2 + per year) or bespoke requirements

Move Add Change Delete (MACD) non-support requests capped at one hour per user per month

  • for user based systems or environments specified and agreed in the terms

Procurement of hardware and software

  • Procurement of Hardware on behalf of clients as required during the term of the agreement

Service reviews, reporting and support technical lead

  • Service Management reviews with Clients to discuss support usage trends, patterns, performance, technical consultations and roadmap discussions
  • Client Relationship Manager will be assigned and will be the point of contact and escalation.
  • Client Relationship Manager will lead and own the regular service review process.
  • The reviews will include not only support service metrics but will also include recommendations for any changes or enhancements that may be required or beneficial to the environment and or platform.
  • Roadmap planning and discussions
A CEO planning deployment of Portfolio BI Managed Services

Why firms choose Portfolio BI

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Your choice of cloud
As a recognized managed services leader, PBI connects directly to your public cloud or multi-cloud database environment (e.g., AWS and Microsoft Azure) to create a single access point for all your data.
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Migration services
Get up and running quickly through our team of technology experts who manage the entire process to deliver your project on time, on budget, and within scope.
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Portfolio BI products release your IT team and analysts from the burden of repetitive, simple tasks, and lets them concentrate on high-level priorities.
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We prioritize client feedback and relationships above all else. No matter the project size or delivery date, our teams of subject matter experts are responsive, knowledgable, and capable of resolving issues quickly.
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Wouldn't it be great to have senior experience on your project? With Portfolio BI, we combine CTO-level expertise with world-class engineers to help meet your objectives.
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Latest technology
We know the value of having the latest innovations in a technology stack. Our solutions ensure frictionless service while keeping clients ahead of the curve, featuring azure, office365, and aws specialists.

Get the data you need to manage better business outcomes.

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