Burgiss Adds New Capability to Private I Platform


On August 4th, Burgiss announced the latest release to its portfolio management platform with the addition of a Documents Module, which allows clients to securely store investment documents within the Private i Platform. The addition of the document module is part of the 2018 Technology Roadmap we presented in January.

With this release, clients can upload and associate documents with an investment or with a portfolio. Then, within the same platform, clients can cross-reference relevant investment documents when conducting portfolio, performance, and exposure analysis. This feature, along with a basic level of storage, is available to all Private i clients immediately at no additional fee. Platform clients can find a detailed description of its use in the Resources section of the Private I Home page within the application.

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An industry standard for over 20 years, Private i is a robust, cloud-based platform expressly designed for private capital. It helps investment, risk, and operations teams consistently and accurately monitor, measure, and report on their portfolio and associated investment activity. For more information, email us at support@burgiss.com.