Covering the full trading lifecycle

Portfolio BI delivers powerful solutions that streamline and accelerate the entire trading lifecycle, from decision to settlement. Teams can focus on their investment strategy without worrying about delays, operational risk or missed opportunities.

Learn More
A chief executive officer in a meeting with his traders.

An edge in a fast moving market

Investment managers are at a tipping point, faced with structural pressures from multiple sources: rising costs, increasing regulation, mounting compliance costs, rapid technology change, and more.

Portfolio BI helps asset managers alleviate some of these pressures by assisting them throughout the trading process. It is a software that allows firms to lower costs, reduce risk, manage regulatory compliance, and enhance transparency and operational efficiency.

Through our automation capabilities, managers can focus on their core capabilities and their clients, which positions them to compete more effectively in the marketplace.

Customize icon
Portfolio modeling, construction and rebalancing
Our solutions automate the rebalancing process, alert you to portfolio drift, and bridge the gap between portfolio construction and trade execution, saving hours of valuable time for more strategic work.
Trading icon
Order Management
Our high-performance trade order management system gives you visibility and control across the trading lifecycle, with built-in connectivity to brokers and custodians, as well as dark pools and algorithmic trading venues.
Risks icon
Automate pre- and post-trade restriction checking to ensure compliance, speed the trading process and free up staff to focus on exceptions.
Dashboard icon
Data Aggregation
We offer straight through processing to deliver up-to-date counterparty data with access to over 10,000 financial institutions. With complete visibility into your accounts and 24x7 support, you can trust the integrity of your data.
Minimize icon
Our reconciliation technology and services save you time and reduce headaches by automatically matching clean trades and enabling your staff to focus on resolving exceptions.
Speed clock icon
Our automated post-trade communication network helps you adhere to shorter settlement cycles and minimizes the risk of costly settlement failures.

By the numbers

Implementation cost savings
Clients worldwide
Global offices
Managed using PBI software
Aperture Investors, LLC
Read Story

Portfolio BI was built with traders in mind

Meet some of our clients and discover the impact that partnering with Portfolio BI can create and how traders use the platform to get an edge on the competiton.

Meet our clients

See how Portfolio BI compares with other buy-side technology vendors.

Single Screen UI
Check icon
X icon
Covers virtually all listed security types
Check icon
Integration with systems, providers, counterparties, and other intermediaries
Check icon
X icon
Streamlined trading workflows
Check icon
Check icon
Scales with your business requirements
Check icon
X icon

Get the data you need to manage better business outcomes.

Get a demo