Portfolio BI
Jake Willoughby is a professional with a background in information technology and cloud solutions engineering. Jake has experience working in various roles such as Cloud Solutions Lead at Portfolio BI, Cloud Operations Engineer at Hentsū, and Infrastructure Engineer at P2P. Their expertise includes Azure/AWS experience, Office 365 migrations, CI/CD automation, and managing multiple financial services clients. Jake has a diploma in Information Technology from South Essex College.
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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.