Front Office

Reach Your Goals with Portfolio BI

Growing assets under management while reducing operational complexity is the only way to compete effectively in this current market. Optimize your front office and more with Portfolio BI.

A Platform Designed to Help You Grow

Front office professionals in today's environment are feeling the pressure when it comes to growing their assets. Increasing fees, illiquid products, and other factors have added to this tension. Also, operational complexities such as data reconciliation, accuracy, and latency issues, and increased M&A activity contribute to a firm's risk.

Simplifying your technology infrastructure is, therefore, paramount. You need to be able to quickly react to the market, while continuously adjusting to regulatory requirements, without adding operational costs.

Through Portfolio BI, you'll be able to gain a competitive advantage by being able to act with agility in the marketplace.

Suits Your Needs

Supports liquid and non-liquid assets that include infrastructure, private equity, hedge funds, and other alternative trading opportunities.

Act Quickly

PBI replaces manual workarounds and spreadsheets with a single-screen user interface. In a few clicks, you can analyze and execute your investment strategies.

Fully Responsive

PBI is built to scale in line with your business needs without a corresponding increase in costs.

An Integrated Approach

Portfolio BI offers a full view of risk and exposure, including full position and cash analytics. We offer a genuinely consolidated platform across every asset management function, allowing for the highest degree of innovation possible.

Your front office needs a high degree of confidence that the output produced incorporates all changes and updates, right down to investment level attributes. It must be an accurate representation of the full picture a given portfolio manager is responsible for, giving you ultimate control over where you stand vs.your portfolio mandates.

Support for Your Investment Strategies

Portfolio BI gives users the confidence that the output produced incorporates all changes and updates, right down to investment level details. It gives you an accurate representation of the full picture and empowers your front office to make the best investment decisions possible, offering:
  • Portfolio BI's differentiation starts with our Investment Book of Record (IBOR). It's the foundation to ensure accurate position data for all your entire investment operations. Specifically, for the front office, it provides data for portfolio management, order management, and compliance for investment restrictions.
  • Portfolio BI gives users the confidence that the output produced incorporates all changes and updates, right down to investment level details. It gives you an accurate representation of the full picture and empowers your front office to make the best investment decisions possible.
  • Portfolio BI offers comprehensive asset coverage with automated workflows in a scalable process.

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

 
PBI
Others
Single Screen UI
Comprehensive asset class support
Limited
Highly automated portfolio management workflows
Single View Investor Tear Sheet
Integrated risk and performance analytics
Automatic refresh rates

Get the data you need to manage better business outcomes.

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