Data solutions and cloud infrastructure services for alternative asset managers
Built around your operating model. Delivered through partnership.
Built around your operating model. Delivered through partnership.
One challenge, not four
But these are not separate challenges. They are interconnected – and treating them in isolation creates risk, inefficiency and missed opportunity. PBI brings these domains together into a single, governed operating model.
What we do
PBI connects workflows, data and infrastructure into a single operating model – underpinned by governance and enhanced by AI capability to deliver control, efficiency and insight.
Connect front, middle and back-office processes into a single, controlled environment.
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Protect your infrastructure, data and users with resilient, scalable environments.
View SolutionHow we work
Governance is the organizing principle behind how PBI solutions operate – ensuring data, workflows and infrastructure are consistent, traceable and aligned across the entire investment lifecycle. Governance guarantees that every decision, dataset and process is auditable and defensible – supporting regulatory requirements, investor scrutiny and operational integrity.
Data is validated and lineage-tracked from source to output
Workflows are governed, with full auditability across every decision and action
Infrastructure is secured with clear access controls and accountability
AI deployment is guided by defined use cases, governed data and continuous oversight
Built for the alternative investment ecosystem, PBI supports firms operating in complex, data-intensive, and highly regulated environments, including hedge funds, private credit and private markets managers, asset managers, and institutional firms.
Across these segments, the challenges are consistent: fragmented systems, a lack of trusted data, and increasing operational and regulatory complexity. While often tackled separately, these issues are fundamentally connected; PBI provides the data and security infrastructure to address them as one, at any stage of growth.
Who We ServeOperational efficiency
Streamline workflows, reduce manual processes and improve team productivity
A Global Reach
PBI brings together workflow, analytics and security into a single, modular platform – designed to simplify complexity, strengthen control and support long-term growth in an increasingly interconnected operating environment.
with implemented PBI solutions
globally, across offices in New York, London & Belgrade
in the alternative investment industry
60% focus on credit strategies
real feedback, real results
We’ve helped over 175 financial firms take control of their portfolio data, operational data, and security. Let us help you, too.
Portfolio BI was the right fit for us because of their comprehensive order management functionality, subject matter expertise, and industry reputation. PBI Axiom provided us with the flexibility and scalability to meet our growth.
“XtractIQ has transformed how we process deal documentation—reducing manual effort while improving the accuracy and consistency of our data.”
Insights
