Introduction

A connected approach to investment operations

Fragmentation is one of the biggest challenges facing investment managers. Systems, data and infrastructure often evolve independently – creating inefficiencies, operational risk and barriers to scale. PBI addresses this by connecting the core components of your operating model:

  • Investment workflows
  • Data and analytics
  • Infrastructure and security

These are not standalone capabilities. They are designed to work together – underpinned by embedded governance at every stage. The result is a more consistent, traceable and scalable operating environment.

our solutions

One operating model. Governance by design.

PBI connects workflows, data and infrastructure into a single, governed operating model – ensuring consistency, control and transparency across the investment lifecycle. Governance underpins every solution.

01 Workflow

Connected processes across the investment lifecycle. Unify front, middle and back-office activity within a centralized workflow environment.

  • Centralized order capture, allocation and execution across strategies
  • Full lifecycle management – from trade booking through to audit trail
  • AI-powered deal extraction and insight to support decision-making
Explore Workflow Solutions
02 Analytics

A single source of truth for data and insight. Transform fragmented data into accurate, timely and actionable intelligence.

  • Enterprise data management and validation
  • Real-time analytics and reporting
  • AI-enhanced insight and decision support
Explore Analytics Solutions
03 Security

Resilient infrastructure for institutional operations. Protect systems, data and users with secure, scalable infrastructure and embedded controls.

  • Managed infrastructure aligned to investment operations
  • Cybersecurity monitoring, detection and response
  • Environments designed for regulatory and investor scrutiny
Explore Security Solutions

Embedded across every solution

Governance

PBI’s focus extends beyond technology delivery. We provide operational stability, data accuracy and long-term confidence.

Trusted by investment managers globally

Governance is the organizing principle behind how PBI solutions operate – ensuring data, workflows, infrastructure and AI function within a consistent and defensible framework.

  • Data validation, lineage and control from source to output
  • Workflow auditability across every decision and action
  • Infrastructure access controls and operational accountability
  • AI deployment guided by defined use cases, governed data and continuous oversight

This ensures every process, dataset and decision is transparent, controlled and defensible

Explore Governance Solutions
01

175+ Clients

with implemented PBI solutions

02

100+ Employees

globally, across offices in New York, London & Belgrade

03

20+ Years of Experience

in the alternative investment industry

04

$1TN+ Managed 
using PBI software

60% focus on credit strategies