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Portfolio BI

Profile

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of LUX FTS and NorthPoint, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts. Portfolio BI offers business intelligence advisory and consulting services in the field of financial account reconciliation, in addition to business intelligence and financial project management services and support of investment tracking

We don't just help you access, organize, and analyze your data; we help you act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to your 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.