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

Jeremy Siegel

Marija Stevanović

Ryan Wade

Peter Moon

Michael Lee

Sumit Mahajan, CAIA, FRM

Shawn Brady

Ewelina Obrzut

Tatjana Nikolic

Sumit Mahajan

Chris Seidita

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

Client Services and Business Development

Implementation and Solutions

Engineering and Operations

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Other teams at Portfolio BI

Client Services and Business Development

Implementation and Solutions