Integration Delivered! Access Both Your Private Capital Portfolio and its Holdings in Private i 6.2

Later this summer we will introduce the integration of two of our core products – Private i and Private Informant. Our latest release, Private i 6.2, is a sweeping change in the way we deliver Burgiss Managed Data to you. One login to our browser-based platform now provides you with a view into your private capital portfolio and its holdings, as Burgiss Managed Holdings and Entities from Private Informant are now natively integrated into Private i 6.2.

In addition, the update will include the first set in a suite of holdings Performance and Exposure reports as well as:

  • Integration of Burgiss Managed Holdings and Entities Data – Users of both Private i 6 and Private Informant will be able to view their investments and underlying holdings in one product.
  • Association of Client Managed Investments with Burgiss Managed Assets – Users will have the flexibility to link their investments to the Burgiss Managed Assets, which will further enrich analysis and reporting.
  • Addition of Holdings Reports and Structured Exports – The following reports and structured exports will be introduced: Holding Performance Multiples by Asset, Holding Transactions Structured Export, and Holding Attributes Structured Export.

This update will also set the stage for the introduction of additional reports and structured exports.

Pi6.2