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 consists of financial services experts and technology veterans. We are dedicated to supporting our clients and their strategic roadmaps. Since our entire leadership team is rooted in the financial services industry, we place great emphasis on expanding our vertical-specific expertise.
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 Insights has fundamentally changed how our team interacts with data—giving us instant access to information without relying on manual reporting.”
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.
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.
