# PB Optimize

> Cloud-based financial technology for institutional investors to manage financing, collateral, treasury, and risk. (iPhone/iPad app by Fidelity Global Brokerage Group, Inc..)

- Source: https://appshunter.io/ios/app/pb-optimize/id6462303659 (this page in markdown: same URL + `.md`)
- Developer: [Fidelity Global Brokerage Group, Inc.](https://appshunter.io/developer/1702456084)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings · 1 written reviews indexed
- Age rating: 17+
- Requires: iOS 16.0 · 20 MB
- Languages: English
- Released: 2025-03-04
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pb-optimize/id6462303659/reviews.md

## What is PB Optimize?

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

1163632.17.0

## Key features

- Operational alpha generation
- Two-factor authentication
- Biometric login
- Real-time market data
- Customizable settings
- Multi-condition alerts
- Streamlined workflow tools

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/pb-optimize/id6462303659/reviews.md

### 5/5 — Test Review

*2025-03-12*

Test PBO Review 123!

## Frequently asked questions about PB Optimize

### 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.

## Version history (last 5 releases)

### 1.8 — 2026-05-18

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.

### 1.7 — 2026-02-02

Minor fixes

### 1.6 — 2026-01-06

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.

### 1.5 — 2025-10-08

Minor updates and fixes.

### 1.4 — 2025-07-20

Bug Fixes.

## Apps similar to PB Optimize

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Portfolio • Tracker, Planner](https://appshunter.io/ios/app/portfolio-tracker-planner/id1578174081) | — | Free | Finance |
| [Eze for iPhone](https://appshunter.io/ios/app/eze-for-iphone/id1528044898) | 5.0 (6) | Free | Finance |
| [FlexONE Mobile](https://appshunter.io/ios/app/flexone-mobile/id6443957737) | — | Free | Finance |
| [Enfusion Mobile](https://appshunter.io/ios/app/enfusion-mobile/id1540828611) | 3.9 (19) | Free | Finance |
| [Triad Mobile 2](https://appshunter.io/ios/app/triad-mobile-2/id1592151012) | 5.0 (2) | Free | Finance |
| [Aiera](https://appshunter.io/ios/app/aiera/id1455974709) | 4.8 (18) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*