Portfolio BI

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.

The Financial Conduct Authority (FCA) is asking its members to reflect and feed back on the likely benefits and negatives of Big Tech businesses such as Apple, Microsoft, Amazon and Google, expanding their operations in the finance sector.

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.

Portfolio BI announces key new hires and appointments as the company extends its leadership and launches into its next chapter of growth.

Portfolio BI has been recognized as the best data management product, best OMS, and best public cloud-based service.

Organizing and streamlining cloud-based workflows and business operations can get chaotic at times.

Our team dives into some of the best Azure tools and how they can help improve the workflows and business operations for your firm.

The Acquisition will Strengthen and Expand Portfolio BI’s Offering to include FinTech Managed Cloud Services, Data Science, and DevOps

Portfolio BI wins Best Data Management Product at the 2021 HFM US Technology and Service Awards.

This holiday season, Portfolio BI has donated to Feeding America, RBaby Foundation, and The Robin Hood Foundation.

PBI has been shortlisted in the FI Ops & Services Awards 2021 and HFM Global US Technology Awards

A comprehensive and robust trade allocation policy can go a long way towards mitigating risk. Our team breaks down the top three trade allocation best practices in this guide.

PBI named the Best Trading Technology by AltCredit in its AltCredit US Services Awards.

Portfolio BI has been named Best Data Management Solution by HFM Week in the HFM US Services Awards 2020.

PBI has been named to A-Team's Data Management Insight Awards 2020 shortlist for five categories.

PBI named as a finalist in the Technology category for the 2020 Private Equity Service Provider Awards.

Portfolio BI Announces Momentum Led by Top-Line Growth and a 20% Increase in Its Client Base

PBI Shortlisted for Best Data Management Solution and Best Use of Cloud Technology

Discover 7 steps for creating a successful enterprise data management platform.

Unfettered by Covid-19, Portfolio BI's remote delivery model successfully completes multiple client implementations

CS NEXT Investors Enables Creation of the Leading Front-to-Back Order Management, Portfolio Management, and Data Management Platform for the Buy-Side

Portfolio BI continues to monitor the coronavirus (COVID-19) outbreak closely and is committed to delivering uninterrupted service to our clients.

Credit Suisse Asset Management’s NEXT Investors to form Portfolio BI