Impress operational due diligence professionals with regulatory, compliance, and investor demands with enterprise-class tools and processes.
Deploy at scale and focus on growing your business with PBI EDM’s proven cloud technology.
Create rich, actionable insights from intuitive portfolio visualizations and reporting capabilities.
Accurate and enriched data allows your business to run correctly and enables your people to make the right strategic and operational decisions. We provide a single source of truth for your firm with the most relevant, actionable insights.
From Bloomberg market data to Advent Geneva, our platform offers seamless integration with your preferred partners and platforms to free up more of your time. This includes third-party and proprietary systems, and you can leverage out of the box integrations with our APIs to configure your team's needs.Learn more
Portfolio BI provides insights into exposure, performance, and risk.
PBI EDM provides the project management, issue resolution, and control oversight you need to operate effectively.
PBI EDM lets you make implementations or configurations for accounting queries and data requests
Make the most of your software development resources by selecting a platform designed to add value to your IT strategy.
PBI EDM was built to allow teams to centralize their data to make better, more informed decisions. Learn how to be a data-driven organization.Learn more
Investment decisions are based on data. But it can be hard to trust data that's stuck in spreadsheets. In our view, automation is an excellent way to reduce failure points and remove inefficiencies from your firm. See how making the switch to PBI EDM can improve your decision making over a traditional spreadsheet.