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Portfolio BI Recognized by FI Ops & Services Awards 2021 and HFM Global US Technology Awards

New York, December 15, 2020, | Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it was recognized by Fund Intelligence Operations and Services Awards 2021 as Best Data Management Solution- Back/Middle Office, Best Front Office Technology Provider, and Best Portfolio Management System (PMS). This comes shortly after recognition by HFM Global US Technology Awards for Best Data Management Product, Best Overall Technology Firm, and Best OMS.  

“Portfolio BI is honored to be named as a finalist across six different categories, and the recognition is a testament to the commitment Portfolio BI upholds in providing our clients with the most innovative and comprehensive solutions, service and technology on the market,” said Jeremy Siegel, CEO at Portfolio BI.  

Fund Intelligence Operations and Services Awards are widely regarded as the most prestigious awards ceremony in US asset management space. Winners will be announced during a virtual ceremony on February 24, 2021.  

The HFM US Technology Awards 2021 celebrates firms who have outperformed their peers throughout the past year, as well as recognizing those service providers demonstrating exceptional client service and innovation. The HFM US Technology Awards 2021 will take place on January 26 where winners will be announced.  

About Portfolio BI  

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and trading data. Born from the merger of LUX FTS and NorthPoint, and backed by Credit Suisse Asset Management’s NEXT Investors, our clients benefit from our integrated platforms, local technological expertise, and seasoned financial experts.  

We help the buy-side access, organize, and analyze their data; we help firms act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to unique business needs. 150 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 25 years. www.portfoliobi.com

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