IBOR:Portfolio Management system
PBI Axiom
Automate and enhance your investment management processes, and optimize your business management operations.
Key Features of PMS
PBI PMS is a central analysis and decision-support platform designed to reduce operational risk, enhance efficiencies, and streamline cost-saving measures, all from a single SaaS platform.
Visualize Data Instantly
Mitigate Risk
Connect & Share Insights
Flexible Deployment
Asset-Class Agnostic
Front-To-Back Efficiency
Reporting & Data Visualization
PBI PMS includes high-performance reporting through visualization integration and report libraries, providing flexible tools for creating views that can be saved and shared. Run ad-hoc queries, “what if” scenarios, and add custom data & calculations without additional programming.
Real-Time Data Access
PBI PMS consolidates information from multiple systems and service providers into a comprehensive portfolio management dashboard to provide real-time ticking views of positions, exposure, P&L, performance, risk, and analytics, to serve as your investment book of record (IBOR). Up-to-the-minute trading and pricing data allows for more informed trading decisions, while you create real-time models through user-defined, custom calculations.
reduced risk & manual processes
Reduce your firm's operational risk by eliminating the manual processes involved when combining position, trade, accounting, and market data information from multiple sources.
Make more Informed trading decisions with PBI's PMS
The one, Central Analysis & Decision-Support Platform.
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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