Axiom Nova
Axiom Nova brings together order management, portfolio management and real-time data into a single, integrated environment, giving investment teams the control, visibility and flexibility required to operate with confidence. Designed specifically for complex credit and private market workflows, the platform connects deal pipeline management, AI-driven document extraction, security mastering, execution and analytics within one governed operating model. This reduces operational friction while improving transparency, scalability and decision-making across the investment lifecycle.
A unified platform
Investment teams often rely on multiple systems to manage trading, positions and portfolio analytics, creating fragmentation, delays and operational risk.
PBI Axiom Nova brings these capabilities together into a single, integrated platform:
This creates a consistent, traceable and scalable foundation for front-office decision-making.
How Axiom Nova Works
Private credit workflows begin with documents, not market data. Loan agreements, CIMs, financial statements and amendments often exist across shared drives, inboxes and disconnected systems, creating operational friction long before an order is booked.
Axiom Nova is designed to unify this process into a single front-office lifecycle, transforming unstructured deal information into structured, governed and actionable investment data.
The platform connects five core stages of the investment lifecycle:
01
Track every opportunity from first review to close. Axiom Nova provides deal intelligence, pipeline management and investment committee workflow tools that give investment teams visibility across active, approved and rejected opportunities. Teams can manage origination pipelines, approval stages and historical deal activity within one environment.
02
Transform documents into structured investment data. PBI XtractIQ extracts key terms, covenants and financial data directly from private credit documentation. Unlike generic OCR tools, XtractIQ is specifically trained for private credit and structured finance workflows.
03
Create a governed, production-ready security model. Once extracted, investment data flows into Deal Master and Security Master workflows, creating validated, structured investment records ready for execution and reporting.
04
Manage the full order and trade lifecycle. Axiom Nova delivers a fully web-based OMS and PMS environment. The platform is purpose-built for complex credit instruments. It offers flexible allocation methodologies, configurable compliance rules and workflow controls allow firms to align the platform to their operating model.
05
Convert operational data into investment insight. Data captured throughout the lifecycle feeds directly into PBI Insights. This allows firms to move from fragmented reporting processes toward a connected, real-time decision-making environment.
Execution Management
Real-time, multi-asset execution
Advanced routing and broker connectivity
Pre- and post-trade compliance checks
Streamlined trade workflows aligned to operational controls
Order Capture & Management
Intuitive order entry for portfolio managers and traders
Support for complex instruments and strategies
Structured, workflow-driven order lifecycle management
Portfolio Management (PMS)
Real-time portfolio views across strategies
Exposure, P&L and risk monitoring
Scenario modelling and portfolio analysis
Investment Book of Record (IBOR)
Intraday position and cash visibility
Independent calculation of holdings and exposures
Reduced reliance on external systems for real-time data
Integration & Data Connectivity
Seamless integration with brokers, administrators and data providers
Direct connection to PBI Vector for consistent, governed data
Support for complex, multi-system environments
Embedded Governance & Control
Pre- and post-trade compliance workflows
Full audit trails across all activity
Configurable rules, approvals and escalation paths
End-to-end visibility across the investment lifecycle
One integrated platform
Axiom forms the core of the front-office operating model and integrates seamlessly with the wider PBI platform:
Real feedback, real results
