BBH Rolls Out New Data-Centric User Experience For Clients

November 29, 2023
  • Investor Services
InfuseDX™ is the latest digital experience to be deployed on BBH’s client portal, Infuse®, and builds on BBH’s ongoing investment in data and digital solutions for its Investor Services clients.

BOSTON, MA, November 29, 2023 - Brown Brothers Harriman & Co. (BBH) today announced the launch of InfuseDX™, a completely new way for its clients to view, customize, and package their data, to enable faster and more informed decision making.

Accessed via BBH’s Infuse client portal, InfuseDX builds upon BBH’s continued investment in technology to support its core services and enhance its data solutions. The new user experience provides clients with on-demand transparency into BBH’s data reporting, allowing clients to customize and package their data as needed.

"Data efficiency is the highest priority for many of our clients. InfuseDX was purpose-built to deliver this efficiency - providing streamlined access to data in real-time to match the pace of decision making, and the ability to customize that data to meet unique requirements.” said Joshua Fine, Principal, Data Solutions at BBH. “InfuseDX is an important milestone in BBH’s overall investment in data solutions, which will continue to evolve as we expand our capabilities.”

Tim Bosco, Managing Director, Data Solutions at BBH said, “When building InfuseDX, our goal was to ensure, first and foremost, that the data was robust and comprehensive. But it was equally important to ensure that the data was organized and curated in a way that was intuitive for users, and easy to customize. We wanted to make sure that clients could access their data in the way that was most compatible with their consumption needs.”

Key features of InfuseDX include:

  • Real-time: 24-7 access to the most up-to-date information available about operational workflows to enable more informed and timely decision-making.
  • Customizable: Options to rename, reorder, filter, or hide data reporting elements for personalized views of data that is most important.
  • Accessible: Features to efficiently save, share, schedule, automate, or export data sets, reducing time and effort required to access critical information.
  • Pre-configured: Wide range of pre-defined and editable data domains curated by BBH’s asset servicing subject matter experts.
  • Easy-to-Use: Highly intuitive user experience and design for more efficient onboarding and training.

InfuseDX has been rolled out to BBH’s clients over the course of 2023 and will be continuously enhanced with additional data sets throughout 2024.

For more information, visit the Technology & Data Services page on

About Brown Brothers Harriman

BBH is an independent, global financial services firm founded in 1818 and headquartered in New York City. It counts among its clients institutions, privately-held companies, families and wealthy individuals which it serves through its three business lines: Investor Services, Investment Management and Private Banking. The firm is known for its exceptional client service and specialist expertise.

BBH’s Investor Services business provides cross-border custody, accounting, administration, and advanced technology services to many of the world’s leading asset managers and financial institutions. BBH’s Investment Management and Private Banking businesses manage public and private securities portfolios, advise banking clients on strategic direction, provide debt financing and banking services and offer trust and estate services.

BBH, including BBH Investor Services, operates in over 90 markets worldwide from 18 offices. BBH employs approximately 6,000 professionals. For more information, please visit

Brown Brothers Harriman & Co. (“BBH”) may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners. © Brown Brothers Harriman & Co. 2023. All rights reserved. IS-09486-2023-11-27

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