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About
This cloud-based financial technology solution helps institutional investors optimize operations for alpha generation. It offers enhanced security, real-time market data for transparency, and tools to streamline workflows and create efficiencies.
✓Operational alpha generation
✓Two-factor authentication
✓Biometric login
✓Real-time market data
✓Customizable settings
✓Multi-condition alerts
✓Streamlined workflow tools
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What's New in PB Optimize
1.8
May 18, 2026
The latest version of PB Optimize Mobile now features the AI Smart Security Summary. This enhancement uses advanced generative-AI to produce concise summaries of securities lending data, helping you quickly understand key signals like shares on loan, utilization, borrow costs, and liquidity trends in a few clear points.
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FAQ
What security features does PB Optimize offer?
PB Optimize prioritizes security with support for two-factor authentication and biometric login. These measures help protect your sensitive financial data and ensure secure access to the platform.
How does PB Optimize provide transparency?
PB Optimize offers access to real-time market and proprietary data, including intraday and historical coverage on lending rates and liquidity levels. The PB Optimize Marketplace also provides bids for competitive pricing.
Can I customize my experience with PB Optimize?
Yes, PB Optimize features customizable settings to create a unique user experience tailored to your needs. This allows for a more personalized and efficient workflow.
What kind of alerts can I set up with PB Optimize?
PB Optimize allows for multi-condition alerts, enabling users to effectively monitor portfolio and market events. This helps you stay informed about critical changes that may impact your investments.
Does PB Optimize have ads?
No, PB Optimize does not contain advertisements. As a free application, it focuses on providing a seamless and uninterrupted user experience for financial professionals.
What devices is PB Optimize available on?
PB Optimize is available on iPhone and iPad devices. This ensures accessibility for users on the go who rely on Apple's mobile ecosystem.
How often is PB Optimize updated?
PB Optimize was last updated on February 2, 2026, with version 1.7. This indicates a commitment to ongoing development and improvements for the platform.
What is the age rating for PB Optimize?
PB Optimize has an age rating of 17+. This is typical for financial applications that handle complex data and are intended for professional use.
