Bloomberg AIM. Charles River. Both platforms, one expert. PBW Professional Services delivers trading infrastructure consulting to asset managers who need it done right the first time.
What we do
End-to-end Bloomberg AIM and Charles River implementation. Vendor-neutral guidance on which platform fits your trading workflows, portfolio structure, and compliance requirements.
Eliminate manual touchpoints across your front office. Automated order routing, compliance checks, and portfolio rebalancing workflows that scale with your AUM.
Unified data pipelines from your OMS to reporting. Real-time position analytics, trade cost analysis, and regulatory reporting that your compliance team will actually trust.
Pre-trade and post-trade compliance automation. Stay ahead of T+1 settlement, best execution requirements, and evolving SEC/FINRA mandates without slowing your desk.
The edge
The asset management technology landscape is consolidating around Bloomberg AIM and Charles River. Firms making six-figure platform decisions need an advisor who has implemented both, not one who will steer you toward the system they happen to know.
PBW Professional Services was built for that moment. UCLA Anderson rigor meets hands-on implementation experience. No staffing layers, no junior analysts learning on your dime. The expert who scopes the project is the expert who delivers it.
Every portfolio management decision flows through the systems we build. The right OMS implementation doesn't just save time. It changes what your firm is capable of.