Enterprise data management
PBI Vector
Customize, trust, and drive your decisions with data organization through PBI EDM.
Key Features of EDM
EDM integrates & transforms your data across your firm's ecosystem, acting as your single source of truth.
Workflow Management
Client & Investor Reporting
Data Aggregation
Performance & Risk Engine
Compliance & Regulatory Reporting
Open API, Low-Code
Single Source of Truth
EDM integrates and transforms data across vendor systems including OMS, PMS, accounting platforms, market data providers and risk systems to provide a single source of truth for your business.
Performance & Efficiency
Data streams into the platform from clients' OMS, PMS, accounting platforms, market data providers, and risk systems, enhancing performance measurement, data governance, and risk management while ensuring consistent security, trading, position, and pricing data—all within a cost-efficient framework
Internal & External Reporting Capabilities
Explore your centralized data through visual reports that you can easily share across your business, to assist with decision making and transparency. EDM integrates with 100s of providers, vendors and tools, enabling the end user to control and maintain internal and external data connection points. EDM consolidates front, middle and back office for centralized information and client facing reporting.
Aggregate & Centralize your Data with PBI EDM.
EDM’s SaaS platform drives data management, enabling how and when you view your data.
Enhance the EDM Experience
learn more about our
security & reference Master and price master
Clients
with implemented PBI solutions
Employee's
globally, across offices in New York, London, & Belgrade
Years of Experience
in the alternative investment industry
$ Managed using PBI software
60% focus on credit strategies
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