PB Optimize
Finance
Free
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
• Multi-condition alerts allow users to monitor portfolio and market events
• Movements Tools streamline workflows related to Asset Transfers across various counterparties
1163632.14.0
Ratings & Reviews
Minor updates and fixes.
The developer, pboptimize, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Fidelity Global Brokerage Group, Inc.
- Size
- 19 MB
- Category
- Finance
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later.
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- Copyright © 2025 FMR LLC