Don’t Miss Out! Upgrade Now


Most of our clients already enjoy the benefits of the new integrated platform. In 2018, we are slated to release a host of new features and updates that will make it even better. Clients who upgrade retain access to the same valuable features they’ve come to rely on, automatically gain access to our web-based version, Private i 6, and will be able to fully leverage new features scheduled for 2018. And of course, as always, the upgrade is quick, seamless and free - no hassles guaranteed!

What’s more, Private i 6 is designed to make portfolio management, reporting, and analysis a much smoother and more intuitive process. It includes a redesigned user interface and streamlined data entry, updated reporting, revamped exports, enhanced analytics, and native integration of Burgiss-managed holding and entity data from Private informant, Fund-of-Fund peer groups, Holdings-based Reports, and Burgiss Managed Indexes.

For clients who have yet to upgrade, we’ll be contacting them soon with more information. For questions about Private i upgrades or to enquire about training opportunities, contact us at