LUX Fund Technology & Solutions (LUX FTS) is the company behind Transcend, the best-in-class data warehousing and reporting software solution for the financial services industry. Their founders are operations and technology veterans, experienced in both front- and back-office operations-- inside experience that gives us a unique understandingof what’s really needed and what’s most important to your business.Transcend deploys disruptive business technology systems that organizes and displays your data quickly, efficiently, and accurately. Transcend provides a secure and cost-effective solution to automate companywide processes. The SaaS-based automation technology platform is configurable by the end user, mobile friendly and it allows for concurrent access.Transcend serves as a firm’s portfolio intelligence dashboard, dynamic data warehouse and integration system. It is a solution designed specifically to meet the needs of the financial services industry. Whether it’s loading data, aggregation, automation and scalability, or other factors such as speed, transparency, reliability or value, Transcend is best at what matters most to your company.

Information Technology

IT Management

IT Services

Software

Portfolio BI

Portfolio BI's headquarters in New York, NY, United States

This department focuses on developing and maintaining software applications and providing technical support.

Application Development

The Engineering and Operations team at Portfolio BI is responsible for the development, deployment, and maintenance of the Transcend platform, ensuring high availability and optimal performance. This multidisciplinary team oversees cloud operations, system monitoring, and application support, while driving automation and scalability initiatives. They collaborate closely to enhance data integrity and operational efficiency, ultimately delivering a seamless user experience for financial services clients.

Engineering and Operations

The Client Services and Business Development team at Portfolio BI is dedicated to enhancing client relationships and driving growth. They provide tailored support to ensure clients maximize the benefits of the Transcend platform while identifying new business opportunities and partnerships. This team combines strategic sales efforts with exceptional client service to foster long-term engagement and cultivate success in the financial services industry.

Client Services and Business Development

The Implementation and Solutions team at Portfolio BI is responsible for seamlessly deploying and integrating the Transcend platform into client operations. This team ensures that customer-specific requirements are met through tailored solutions, facilitates user training, and provides ongoing support to optimize system performance. By leveraging their technical expertise, they empower financial services firms to efficiently harness data and automate processes, ultimately enhancing operational efficiency and decision-making.

Implementation and Solutions

This department manages and optimizes the deployment, monitoring, and maintenance of cloud infrastructure and services.

Cloud Operations

The Leadership Team at Portfolio BI is responsible for strategic decision-making, guiding the direction of the company, and ensuring alignment with its mission to provide innovative technology solutions for the financial services industry. This team comprises key executives, including the CEO and CFO, who leverage their extensive industry experience to drive business growth, enhance operational efficiency, and foster collaboration across various departments, ultimately ensuring that Transcend meets the evolving needs of its clients.

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Engineering and Operations

Client Services and Business Development

Implementation and Solutions

Cloud Operations

Leadership Team