By the numbers
30%
Implementation cost savings
150+
Clients worldwide
5
Global offices
70+
Employees
$1.5+Tn
Managed using PBI software
25+
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Trading
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.
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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.
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.
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.
Compliance
Automate pre- and post-trade restriction checking to ensure compliance, speed the trading process and free up staff to focus on exceptions.
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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.
Reconciliation
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.
Post-trade
Our automated post-trade communication network helps you adhere to shorter settlement cycles and minimizes the risk of costly settlement failures.
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Clients
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 clientsSee how Portfolio BI compares with other buy-side technology vendors.
PBI
Others
Single Screen UI
Covers virtually all listed security types
Limited
Integration with systems, providers, counterparties, and other intermediaries
Streamlined trading workflows
Scales with your business requirements
Get the data you need to manage better business outcomes.
Get a demo
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