Capital Markets & Investment › Investment Management › Order Management for Asset Managers

Portfolio BI PBI OMS

Enterprise buy-side OMS and PMS for hedge funds and asset managers.

Own Portfolio BI PBI OMS? Upgrade to an Enhanced Listing — edit every detail and route buyer inquiries straight to you.

Overview

Portfolio BI's PBI OMS is an enterprise buy-side order management and portfolio management system for hedge funds and asset managers. It combines order management with portfolio management for institutional investment workflows.

The platform targets hedge funds and asset managers that need enterprise-grade OMS and PMS capabilities to run trading and portfolio operations.

Key Features

+ Enterprise buy-side order management
+ Integrated portfolio management
+ Trade lifecycle workflow
+ Position keeping
+ Institutional investment operations
+ Multi-asset support

Integrations

Open APIFIXPrime brokers

See something inaccurate or out of date? Let our editorial team know.