Portfolio BI
Curated by SignalPortfolio management software optimizing investment strategies for financial service firms.
Overview
Portfolio BI is a portfolio management software aimed at financial service firms, designed to assist in the oversight and optimization of investment portfolios. The platform features PBI EDM, which consolidates investment data and acts as a centralized solution for front and middle office operations. Portfolio BI also offers a public cloud platform equipped with DevOps tools, which supports the transition to cloud-based operations. The company targets investment management firms, including hedge funds, private equity firms, and asset managers, addressing the complexities associated with managing portfolio and operational data. The platform is characterized by its flexible and scalable solutions, which aim to improve operational control, enhance performance, and provide data-driven insights to support decision-making and portfolio management.
Key facts
- Founded
- 2017
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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- Phone
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Open roles
19 rolesSenior Azure & Microsoft 365 Technical Architect - London - Hybrid
London, England, United Kingdom · Hybrid · Volunteer
Senior Azure & M365 Infrastructure Engineer - New York - Hybrid
Newark, NJ · Hybrid · Volunteer
Systems Engineer - Onsite Support - New York City
Jersey City, NJ · On-site · Volunteer
