Security Master features a dynamic model that allows operations staff to easily define security and reference types and add attributes on the fly, without additional programming.
Request DetailsSecurity Master acts as the central location of your reference data, made to manage security terms and conditions across your entire firm.
•Manage security, investment, reference, and pricing data from one system
•Includes data validation rules, reporting, and full audit trail simplify
•Simplify repetitive tasks with automated workflows
•Easily define security and reference types with no additional programming
•Add new static or time series security attributes on the fly with the dynamic security attribute manager
•Create derived security attributes with the integrated formula builder
•Automatically set up securities for FIX feeds
•Incorporates security and reference data from multiple sources
•Can integrate with third-party systems or as a stand-alone solution
•Ensures security and reference data consistency across PBI PMS and third-party systems