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Portfolio BI Completes Multiple Remote Client Implementations

Press Release: June 23, 2020

Unfettered by Covid-19, Portfolio BI's remote delivery model successfully completes multiple client implementations

New York, June 23, 2020 | Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, announces the completion of several virtual client implementations. Using Portfolio BI's worry-free, end-to-end implementation remote delivery model, Portfolio BI was able to bring its clients into production, on time, and while also supporting them with business continuity.  

"The buy-side has traditionally experienced on-premise implementation. The Portfolio BI team's ability to operate within a fully remote delivery model is a testament to the agility of our solutions and the technological expertise of our seasoned financial experts," said Sumit Mahajan, Managing Director and Head of Client Service of Portfolio BI.  

The Portfolio BI virtual delivery model provides clients with choices that offer full virtual or hybrid models that offer flexibility during challenging work instances such as Covid-19.  Additionally, they offer the potential for a reduced cost with no loss of time, focus, or support.

"Our mission from day one has been to provide a robust platform for the buy-side that does not require the time, expense, and risk associated with traditional investment management software platforms. We are delighted that this is evident in the success of our virtual implementation model,” said Jeremy Siegel, CEO of Portfolio BI.  


Notes to editors

For more information, please contact:

Chloe Schwartzapfel

Tel: 646.933.036

Email: chloe@portfoliobi.com

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