Connect PBI EDM with all your apps, tools, vendors, and third-party providers. Automate the tedious part of your process so you can focus on what’s important – running your business. Below is a sample of the most commonly used system implementations.
Remember, because of our flexible system, you'll be able to create a custom integration setup for your needs.
Access pre-built supported global interfaces to custodians, prime brokers, fund administrators, and more.
A comprehensive solution to automate and simplify the tracking and processing of internal processes.
Built-in connectivity to premier market data providers
SS&C Advent is a leading provider of accounting solutions and services to the world's leading asset managers.
FIS is a global leader in technology and solutions that advance the way the world pays, banks and invests
Intex provides deal cashflow models, analytics and structuring software for RMBS, ABS, CMBS, CLO, and CLN securities worldwide.
FINCAD is the leading provider of enterprise portfolio and risk analytics for multi-asset derivatives and fixed income.
Imagine software provides real-time portfolio management, risk, and regulatory solutions for financial firms worldwide.
SS&C Eze, a business unit of SS&C Technologies, is a global leading provider of investment management software solutions
EMSX is a multi-asset class trading platform that integrates Bloomberg exchange and broker data with your equity, futures and options orders.
The Citco group of companies provides a broad range of financial services for hedge funds, administration, PE & more.
State Street's fund administration services can help you comply with regulatory, financial and tax reporting requirements
Founded in 2008, HedgeServ is a top-ranked global, independent fund administrator.
Northern Trust is leading provider of investment management, asset and fund administration, fiduciary and banking solutions for global firms.
BNY Mellon delivers informed investment management and investment services in 35 countries and serves clients around the world.
SS&C GlobeOp is a leading fund administrator providing a comprehensive array of products and services under a public, independent, single platform
Morgan Stanley Fund Services is a leading global hedge fund administrator. MSFS provides its products and services to a large and diversified group of clients, including hedge funds and asset management firms.
FactSet's comprehensive market data brings you coverage across asset classes and geographies.
Bloomberg enables global connectivity to consolidated, normalized market data in real time.
Reuters market data feeds cover equities, fixed income, FX, commodities, and money markets – both historically and in real-time.
Refinitiv market data gathers real-time and historical insights from hundreds of sources, allowing firms to make smarter investment decisions
Credit Suisse Prime Services provides outstanding financing, custody, clearing and advisory services to hedge funds and institutional clients.
Goldman Sachs Prime Brokerage Group provides services to help hedge funds manage risk, monitor their portfolios, and build their businesses.
JP Morgan Prime Services help hedge funds, asset managers and institutional investors meet the demands of a rapidly evolving market.
UBS provides Asset Managers access to a suite of Prime Brokerage and Equity Financing Services all in one place.
Morgan Stanley provides a suite of flexible product offerings to facilitate clients' complex investment needs.
Citi Group is a best-in-class franchise, combining asset servicing with financing to provide institutions with an end-to-end service proposition for all their banking needs.
Deutsche Bank offers securities brokerage, lending, trading, and other related financial services.
Bank of America is one of the world's leading financial management and advisory companies, offering global coverage and local market expertise for leading firms.
Nomura delivers a global cross-asset and multi-product platform, offering innovative single stock and index execution strategies coupled with market leading cash and synthetic prime brokerage solutions.
Wells Fargo delivers a full suite of prime brokerage services to alternative asset managers to support their success in the market.