View your data how you want it. Trust your data. Let data drive your decisions.
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 moreThe Portfolio BI Security Master is a single point of control for managing securities terms and conditions, reference entities, and market data.
Show Me MorePBI EDM centralizes and manages your complete end-of-day pricing and valuation requirements through the price master module.
Show me morePortfolio 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 moreInvestment 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.