Portfolio BI
Andrea Sartore currently serves as the Lead Customer Success Manager at Portfolio BI, a position held since March 2024. Previously, Andrea was a Senior Technical Account Manager for Trading - Multi-Asset OEMS at TS Imagine from August 2021 to September 2023. Prior experience includes roles as a Senior Account Manager at BGC Partners, where responsibilities encompassed managing accounts across Europe, the Middle East, and the Americas while implementing solutions in the FX derivatives space. Andrea's background also includes roles at Bloomberg LP, where responsibilities involved market data and research analysis, as well as trading and risk management roles at MPS Capital Services and Diesel. Academic qualifications include a Master's Degree in Economics and Finance and a Bachelor's Degree in Business/Managerial Economics from Università degli Studi di Padova, alongside pursuing Level II of the CFA Program in 2017.
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Portfolio BI
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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.