About us
introduction
PBI’s flagship products and services PBI Axiom, PBI Vector, and PBI Stratus enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security.
with implemented PBI solutions
globally, across offices in New York, London & Belgrade
in the alternative investment industry
60% focus on credit strategies
Who we are
Our leadership team combines deep financial services expertise with decades of technology experience. As a trusted partner, we work closely with clients to advance their strategic priorities and long-term roadmaps. With financial services at the core of our heritage, we continually invest in expanding our industry expertise to deliver meaningful insight and lasting value.
HOW WE WORK
Clear structure with the flexibility to adapt, so you always know what to expect.
Every agreement, action, and decision confirmed in writing. No ambiguity, no surprises.
Shared commitments with clear timelines, communicated with transparency and integrity.
A collective effort to get across the finish line. Not one heroic individual, but a whole team behind you.
We follow through. When we say something will happen, we make it happen.
We own outcomes, not just tasks. When things go right or wrong, we put our hand up.
real feedback, real results
"Philosophically, we look to establish long-term partnerships with any third-party we choose to work with. PBI was no different and we quickly found the expertise of their people and understanding of our business to be a fantastic match. They worked side-by-side with us to implement a data solution that lays a foundation for our future."
"PBI 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."
"PBI Axiom transformed how we manage our trading and portfolio processes, bringing everything into one controlled environment with real-time visibility."
“PBI Insights has fundamentally changed how our team interacts with data, giving us instant access to information without relying on manual reporting.”
“XtractIQ has transformed how we process deal documentation, reducing manual effort while improving the accuracy and consistency of our data.”
award-winning innovation
Over the years, we’ve been honored with numerous awards that reflect our dedication to excellence, innovation and industry leadership. These recognitions highlight the impact of our work and the trust we’ve earned across the field.
01
Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, & award-winning, off-the-shelf solutions.
02
Our mission is to empower Investment Managers to deliver performance securely through leading data analytics and infrastructure advisory.
03
For 20+ years, PBI has solved specific client data challenges for over 175 top-tier hedge funds, asset managers, funds of funds, and institutional investors.
