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
We’ve refreshed the PB Optimize mobile app with a modern design and improved navigation for a more intuitive experience. Plus, eligible users can now review and approve position transfers between prime brokers directly in the app.
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
- 20.4 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