Integration Platform

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.

Counterparty

Access pre-built supported global interfaces to custodians, prime brokers, fund administrators, and more.

Internal

A comprehensive solution to automate and simplify the tracking and processing of internal processes.

Market Data Providers

Built-in connectivity to premier market data providers

Accounting

Geneva
VPM
Backstop
Enfusion

Compliance + Risk

Intex
FINCAD
Imagine Software
GRMA

EMS/OMS

Eze Software
Bloomberg
Refinitiv
Factset
Flextrade
TradingScreen
Tradeweb
Dash Financial Technologies

Fund Administrators

Citco
State Street
Hedge Serv
Northern Trust
BNY Mellon
SS&C
Morgan Stanley
Citi Fund Services

Market Data

Factset
Bloomberg
Reuters
Refinitiv
ICE Data Services
Preqin
Moody's Analytics
IHS Markit

Prime Brokers

Credit Suisse
Goldman Sachs
JP Morgan
UBS
Morgan Stanley
Citigroup
Deutsche Bank
Bank of America Merrill Lynch
Nomura
Wells Fargo
Barclays
BNP

Get the data you need to manage better business outcomes.

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