Portfolio BI

At Portfolio BI, it's all about data. PBI empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, and off-the-shelf solutions. Over 175 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years. We don't just help you access, organize, and analyze your data; we help you act on it.