Portfolio BI (PBI) is a leading provider of investment management software and services for buy-side firms. Their mission is to empower these firms with advanced technology to support order management, portfolio management, and data management/reporting throughout their business operations. PBI offers a range of powerful solutions, including PBI EDM for aggregating investment data, PBI OMS for the front and middle office, and PBI PMS, a comprehensive platform that can grow with your firm.

Their software is designed to ensure operational control, improve performance, establish data governance, and reduce risk while increasing profitability. With PBI, you can gain powerful insights from your data, thanks to intuitive analytics and advanced dashboards. They prioritize data security and offer one secure solution for your firm.

PBI also provides smarter operations, making it easier for teams to access the right data at the right time. They aim to make business intelligence accessible for every department in your firm. With pre-built interfaces and integrations, PBI ensures a fast time to market.

Leading firms across various industries, including hedge funds, private equity, family offices, and asset management, rely on PBI for their efficient operations. Discover how Portfolio BI can transform your team's workflows by visiting their website