Portfolio BI Shortlisted for the 2020 HFMWeek US Service Provider Awards

New York, July 29, 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 it has been shortlisted in two categories for HFMWeek’s 2020 US Hedge Fund Service Provider Awards: “Best data management solution,” and “Best use of cloud technology.”

For the 11th year running, HFM US Services Awards 2020 will showcase greatness and reward excellence within the US hedge fund services community. Prime brokers, admins, technology providers, lawyers, and other vendors will be celebrated across 42 categories for their exceptional innovation, customer service, and business performance over the past 12 months.  

“We are honored to be nominated for these prestigious industry awards, and the categories in which we have been selected are a true testament to the goals and values that are important to us here at Portfolio BI,” said Jeremy Siegal, CEO, Portfolio BI. “We work hard to innovate our offerings continuously and meet the evolving needs of both established and emerging managers, while also delivering an unparalleled level of customer service to form a partnership with each of our clients.”

In a fast-moving environment where firms are increasingly leaning on their service providers for support, it is vital to recognize and reward those companies leading the way in terms of product and service development and delivery, making them integral to ensuring the hedge fund industry operates smoothly. The winners will be chosen by an independent judging panel of COOs, CFOs, CTOs, and other executives at leading US hedge funds and announced virtually on September 12, 2020

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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