PB Optimize app for iPhone and iPad

PB Optimize is a cloud-based technology solution designed to enable institutional investors to generate “operational alpha” through proper management of financing, collateral, treasury, and portfolio risk.




Security: PB Optimize is committed to your security, supporting two-factor authentication and biometric login

Transparency: PB Optimize provides access to real time market and proprietary data for greater transparency and unique insights to inform decision-making

* Intraday and historical coverage on lending rate and liquidity levels

* PB Optimize Marketplace provides bids for competitive pricing and cost savings

Efficiency: PB Optimize helps streamline workflows and create efficiencies with flexible technology

* Customizable settings create a unique user experience

* Configure multi-condition alerts to monitor portfolio and market events

* Coming Soon: Movements Tools streamline workflows relate

1163632.3.0