Security & reference MAster
PBI Axiom
Easily define security and reference types and add attributes dynamically, without additional programming.
Key Features of Security & Reference Master
Scale with evolving investment strategies & asset classes, tracking all of your firm's activity with a full electronic audit trail.
Multi-Asset Class Functionality
Corporate Action Support
Out-of-the-box Vendor Connectivity
Robust Data Governance
Customized Workspaces
Dynamic Security Definition
Define entity & reference types
PBI Security & Reference Master features a dynamic model that allows you to easily define entity and reference types, maintain a super set of security attributes, and configure workflows, all while being synchronized across the PBI product suite and third-party systems, service providers, and data feeds.
Simplify Data Management
Streamline the management of data through automated workflows, derived attributes, data validation rules, time series attributes and support extending security definitions with expression-based fields that are derived from custom formulas. Scale with evolving investment strategies and asset classes, tracking all of your firm's activity with a full electronic audit trail.
Streamlined & Intuitive Interface
Customizable workspaces allow you to drag and drop security definition fields to your preferred locations, providing flexibility and efficiency. Enjoy dynamic reporting capabilities that keep you informed in real time. Additionally, Security & Reference Master includes robust corporate action management support, allowing you to effectively manage corporate action data with ease.
Manage your data with PBI’s Security & Reference Master
Centralize And Simplify The Management Of Securities Terms And Conditions, Reference Data, & Entities.
Clients
with implemented PBI solutions
Employee's
globally, across offices in New York, London, & Belgrade
Years of Experience
in the alternative investment industry
$ Managed using PBI software
60% focus on credit strategies
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