WE

William Ercolano

Chief Technology Officer

Portfolio BI

New York, New York


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Portfolio BI
Industry
financial services
Employees
72.0
Seniority
C suite
Annual Revenue
7333000.0
Total Funding
6000000.0
Latest Funding
Series A

Technologies

Amazon SES Sendgrid Mimecast Outlook Pardot Microsoft Office 365 GoDaddy Hosting Hubspot Atlassian Cloud Microsoft Azure Webflow Varnish Typekit WordPress.org Google Font API Google AdSense Google Dynamic Remarketing DoubleClick Google Tag Manager Google Maps Mobile Friendly Google Analytics DoubleClick Conversion Remote

Keywords

enterprise data management security master oms pms compliance mssp it services cyber security data workflow data analytics data governance investment technology saas private credit data solutions alternative asset managers data management portfolio management order management system investment book of records machine learning data extraction compliance engine securities markets investment management hedge funds institutional investors data integration performance metrics automated workflows operational efficiency reference data management high-speed analytics real-time data access data visualization client support services customized reporting financial services it data security cloud infrastructure data transformation digital transformation scalability data workflow optimization apis for trading platforms ai-powered insights portfolio optimization data-driven decision making intuitive user interface cross-asset functionality saas solutions data privacy end-to-end service model human-in-the-loop verification visual data insights market data intelligence information technology & services computer & network security computer software artificial intelligence financial services enterprise software enterprises b2b internet infrastructure internet

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