Portfolio BI
Arcangelo Petretta is a Senior Implementation Engineer at Portfolio BI, with previous experience as a Systems Analyst at Tiedemann Investment Group. Prior to this, they worked as a Software Developer at NewOak and as a Winemaker at Shelter Rock Winery. With a degree in Economics from St. John's University, they have also worked as a Career Peer at St. John's University Career Services and as an IT Intern at Odyssey Logistics & Technology. Additionally, they have experience as a Stock Associate/Cashier at J.Crew.
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.