PBI Hedge Funds Solutions

PBI helps hedge fund managers run their businesses more effectively, protect against various risks, and engage existing investors through advanced technology and comprehensive services.

PBI can handle all types of fund structures, asset classes, and strategies. Our exceptional team of financial services and technology veterans gives you the speed and agility to capitalize on new opportunities.

PBI’s suite of hedge fund software products combines Portfolio Management, Trade Execution, and Enterprise Data Management in one fully integrated, cloud-based system. We enable hedge funds to scale by combining investment and operational decision making in one place.

This allows your team to leverage the same insights in real-time, across multiple funds wherever you are.

One integrated platform

Analytics Solutions

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.

Chief Operating Officer

Chief Operating Officer

PBI Client

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.

Chief Financial Officer

Chief Financial Officer

PBI Client

“PBI Insights has fundamentally changed how our team interacts with data—giving us instant access to information without relying on manual reporting.”

Head of Data

Head of Data

Asset Manager