Data solutions and cloud infrastructure services for alternative asset managers
Built around your operating model. Delivered through partnership.
Built around your operating model. Delivered through partnership.
One challenge, not four
But these are not separate challenges. They are interconnected – and treating them in isolation creates risk, inefficiency and missed opportunity. PBI brings these domains together into a single, governed operating model.
What we do
PBI connects workflows, data and infrastructure into a single operating model – underpinned by governance and enhanced by AI capability to deliver control, efficiency and insight.
Protect your infrastructure, data and users with resilient, scalable environments.
View Security SolutionsHow we work
Governance is the organizing principle behind how PBI solutions operate. Ensuring data, workflows and infrastructure are consistent, traceable and aligned across the entire investment lifecycle. Governance guarantees that every decision, dataset and process is auditable and defensible, supporting regulatory requirements, investor scrutiny and operational integrity.
Data is validated and lineage-tracked from source to output
Workflows are governed, with full auditability across every decision and action
Infrastructure is secured with clear access controls and accountability
AI deployment is guided by defined use cases, governed data and continuous oversight
Built for the alternative investment ecosystem, PBI supports firms operating in complex, data-intensive, and highly regulated environments, including hedge funds, private credit and private markets managers, asset managers, and institutional firms.
Across these segments, the challenges are consistent: fragmented systems, a lack of trusted data, and increasing operational and regulatory complexity. While often tackled separately, these issues are fundamentally connected; PBI provides the data and security infrastructure to address them as one, at any stage of growth.
Operational efficiency
Streamline workflows, reduce manual processes and improve team productivity
Trusted data
Create a single source of truth for reporting, analytics and decision-making
Scalable architecture
Adapt your operating model as your business grows and evolves
AI capability
Apply intelligent automation and insight across workflows and data – within a governed, controlled environment
Stronger control
Embed governance, auditability and compliance across all processes
Faster insight
Access real-time data and analytics to support investment decisions
Resilient infrastructure
Operate securely with cloud-first environments and continuous monitoring
Connected systems
Unify workflows, data and infrastructure into a single, integrated operating model
OUR APPROACH
We don’t just deliver solutions; we invest in your success. From first conversation through implementation and every step after, we take the time to understand your business, your challenges, and your goals, so you get more than technical expertise. You get a team that’s genuinely committed to your outcomes, that communicates openly, and that shows up when it matters most
with implemented PBI solutions
globally, across offices in New York, London & Belgrade
in the alternative investment industry
60% focus on credit strategies
real feedback, real results
"PBI was the right fit for us because of their comprehensive order management functionality, subject matter expertise, and industry reputation. PBI Axiom provided us with the flexibility and scalability to meet our growth."
"Philosophically, we look to establish long-term partnerships with any third-party we choose to work with. PBI was no different and we quickly found the expertise of their people and understanding of our business to be a fantastic match. They worked side-by-side with us to implement a data solution that lays a foundation for our future."
"PBI Axiom transformed how we manage our trading and portfolio processes, bringing everything into one controlled environment with real-time visibility."
“PBI Insights has fundamentally changed how our team interacts with data, giving us instant access to information without relying on manual reporting.”
“XtractIQ has transformed how we process deal documentation, reducing manual effort while improving the accuracy and consistency of our data.”
Insights
