One platform to grow with you.

PBI PMS consolidates information from multiple systems into a comprehensive portfolio management dashboard. See real-time ticking views of positions, exposure, P&L, performance, risk, and other analytics.

A Platform Designed For Growth

PBI PMS combines portfolio management, performance, and risk management in a single application, enabling fund managers to avoid wasting time and resources managing disparate systems and instead focus on business objectives.

Front To Back

PBI PMS provides you with the tools and necessary data to efficiently manage your entire business.

Fully Loaded

PMS supports the entire life cycle of a trade for all assets and financial instruments


With flexible deployment options, a built-in IBOR, and overall configurability, you can scale the platform as your business grows and demands change.

Do more with PBI PMS

PBI PMS suits a range of firms, such as industry-leading hedge funds, innovative startups, asset managers, and fund allocators.

Unlike other technology vendors on the market, we deliver configurable solutions for all our clients based on business needs, budget levels, and delivery preferences.
Asset Managers use PBI
Unified data system for your firm
Assets serviced with our solutions


Connect and Share Insights

Our investment book of records (IBOR) tool allows you to understand the P&L tied to your investments. The result: a competitive advantage on every trade - enhancing alpha generation.


See the Big Picture

PBI PMS is a robust visualization and reporting application that allows power users to generate visualizations of their data instantly.

Get the data you need to manage better business outcomes.

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