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.

IT Management

IT Services

Software

Information Technology

Portfolio BI

Chris Seidita

Tatjana Nikolic

Ewelina Obrzut

Sumit Mahajan

Peter Moon

Shawn Brady

Sumit Mahajan, CAIA, FRM

Marija Stevanović

Ryan Wade

Michael Lee

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

Engineering and Operations

Implementation and Solutions

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Client Services and Business Development

About

Team members

Other teams at Portfolio BI

Engineering and Operations

Implementation and Solutions

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Client Services and Business Development

About

Team members

Other teams at Portfolio BI

Engineering and Operations

Implementation and Solutions

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