Insights

“Our latest advancements in PBI Axiom and PBI Vector empower asset managers through seamless integrations with key providers in the ecosystem, and with unparalleled efficiency by leveraging machine...

The financial services industry is under constant pressure to operate efficiently, manage vast amounts of data, and protect sensitive information in an increasingly complex and regulated environment...

Following my first 100 days as Chief Executive Officer of Portfolio BI, I wanted to take a moment to reflect on my journey so far. Stepping into and leading a data ecosystem technology company that...

As the CEO of Portfolio BI, I am often asked questions about AI and what this means for firms operating in the private credit space. Here I summarize my thoughts, looking at the current landscape, the...

As part of our ongoing ‘It’s all about data’ series, I am exploring the many challenges that the Private Credit space faces. When it comes to the management of data itself, I find this one of the most...

We know that the private credit market is receiving a lot of attention right now. Potential benefits of a growing market include higher yields and diversification. However, the industry also comes...

James Greenway, Business Development Director at Portfolio BI explores DORA in further detail and outlines what the new legislation will mean for firms operating in the alternative investment space. ...

Portfolio BI, a leading provider of SaaS and management support solutions to the alternative assets community, this week announced the appointment of William Ercolano to the role of CTO...

Ewelina Obrzut, Global Head of MSP at Portfolio BI, emphasises the criticality of adept security management in Microsoft 365 by highlighting two predominant areas of concern frequently encountered...