Conversion Milestone: 97% of Clients Upgraded

Over the course of the last year-and-a-half, our client service and technical operations teams have successfully converted 97% of of our client base to the new platform. To assure continuous operation, most of these upgrades were done in the course of a weekend, and to the delight of our customers, came with no additional conversion or upgrade costs.

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james kocis
New Product: Excel Add-In

With the release of the new Burgiss Excel Add-In, we provide a direct way to tap into live data and the distinct analytical capabilities of the Private i platform.

Excel, the lingua franca of financial analysis, isn’t the right place to capture or store transactional data,

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james kocis
Saved Reports; FTP Support; Structured Exports

With this release, report automation comes one step closer with Saved Reports. Once you’ve set up a report, you can save complex report run-time specifications for later re-use. This time-saving feature is a prelude to the near-term release of report scheduling, currently under development. This release also introduces the

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james kocis
New Transparency Reports

Exposure Analysis by Entity – Top Positions

Provides users the ability to analyze their top positions in Entities. Report is grouped by Entity and sorted by valuation (in descending order). Number of positions is customizable via the Report Run UI. 

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james kocis
Ease of Use: Selection Set Management

Selection Sets are named groups of investments that help simplify the running of reports and analysis. With this release, Selection Sets, previously only available within the Desktop version, can be easily created and maintained within the platform.

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james kocis
Conversion Milestone: 50% of Clients Upgraded

We are pleased to report that more than half of our existing client base has been converted in less than a year, including some of our largest custodian clients. This complex upgrade has been done over weekends behind the scenes, at no additional cost.

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james kocis
Holdings Transparency Integration; Holdings Reports

This release signals the integration of data from the Burgiss holdings Transparency Service (aka “Private Informant”) into the Private i platform. This work also introduces a suite of native holdings-based reports. Data concurrency is achieved through a twice-daily synchronization process that delivers updated transparency data to the platform.

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james kocis
Integrating Burgiss-Managed Data; CSV Report Output

This release begins the integration of Burgiss-Managed Data into the Private I platform with the modest addition of Burgiss-Managed Organizations and Assets, setting the stage for the integration of Transparency Data later this year. This data is exclusively managed by Burgiss

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james kocis
Private I Browser-Based Platform Debuts

Private i, one of the world’s most popular institutional private capital management systems, enters its third major era with the introduction of a web-browser-delivered experience.

Focused on integration of all Burgiss products and data, this new incarnation is the result of years of careful planning, design and engineering. Although the first release is mo

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james kocis