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Transforming Capital Markets with Data, AI, Cloud & Compliance

PiTech helps investment banks, asset managers, and wealth managers reduce operational risk, accelerate compliance, and enhance trading performance.

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Trusted by leading banks and government agencies.

Duke Health (1)
FedEx_Corporation
First_Citizens_Bank
Health and Human Service (1)
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US_Army_Reserve_Command
IBM (2)
NIH (1) (1)
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Armacell (1)
Bank of America
Citibank
Duke Health (2)
FedEx_Corporation (1)
First National Bank
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FORSCOM
IBM (3)
INDOPACOM
NIH (3)
Pentair
Railinc
SAIC
Special Operations Command (SOCOM)
State of North Carolina
UNC Chapel Hill School of Pharmacy
US Army Reserve Command
US Coast Guard
US Installation Management Command (IMCOM)
US Navy
USDA Rural Development
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Reduce trade settlement errors
0 %
Cut compliance reporting time
0 %
Reduce operational errors
0 %

Capital Markets Are Complex — We Simplify Them

Rapid market changes, regulatory pressure, and data fragmentation can slow operations.

  • 60% of trading firms struggle with fragmented data and siloed systems.
  • Regulatory compliance across global markets (Basel III, MiFID II, Dodd-Frank) is costly and time-intensive.
  • Enable seamless IT integration during M&A

PiTech helps organizations stay ahead with real-time insights, secure systems, and efficient workflows.

Your Trusted Partner in Capital Markets Transformation

PiTech consolidates IT consulting, analytics, process automation, and cloud solutions into measurable outcomes:

Reduce trade settlement errors by up to 40%

Cut compliance reporting time by 30%

Improve decision-making with real-time actionable insights

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Our Core Solutions for Capital Markets

Asset Management

  • From application development to maintenance, PiTech ensures seamless portfolio and fund management operations with domain expertise and advanced analytics.

Digital Wealth Manager

  • Deliver enhanced customer experience and reduced tech debt, enabling risk-mitigated transformation journeys and faster time-to-market for digital wealth services.

Digital Treasury as a Service

  • Achieve modern front, mid, and back-office treasury capabilities as an integrated utility, providing insight, control, and compliance at competitive costs.

Post-Trade Services

  • Enable both buy and sell-side parties to create value and ease decision-making while ensuring stability, control, and regulatory compliance.

Trading Technology Transformation

  • Modernize legacy trading systems, integrate AI/ML for predictive models, and streamline operations for new products and revenue streams.

Middle & Back-Office Transformation

  • Automate reconciliations, settlements, and reporting, achieving cost savings and operational efficiency without compromising compliance.

Digital Assets Enablement

  • Implement blockchain and distributed ledger technology to tokenize securities, reduce settlement times, and mitigate counterparty risk.

ESG & Sustainability Data Solutions

  • Capture ESG investment opportunities with standardized reporting, data-driven insights, and ecosystem support.

Future Workforce Enablement

  • Upskill teams with Gen AI and emerging tech, ensuring your workforce is ready for tomorrow’s capital markets challenges.

Solutions by Market Segment

PiTech delivers tailored outcomes for each segment:
  • Investment Banking: Reduce tech debt, improve client onboarding, and accelerate time-to-market for new products.
  • Asset Management: Enable data-driven portfolio strategies, automated compliance, and faster fund reporting.
  • Wealth Management: Provide digital advisory platforms that enhance customer experience and operational agility.
  • Market Infrastructure & Post-Trade: Automate settlements, improve transparency, and ensure compliance across all trade flows.
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Measurable Impact with PiTech

$12B in assets under management now supported by real-time trading dashboards

25% faster trade reconciliation for mid-size asset managers

15% reduction in operational errors through automated post-trade processes

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Compliance Made Simple with PiTech

PiTech ensures audit-ready operations across global regulations (Basel III, MiFID II, Dodd-Frank). Automated reporting tools reduce manual errors while improving transparency and regulatory adherence.

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Harness AI, ML, Cloud, and Emerging Tech

  • Predictive trading models
  • AI-powered risk monitoring
  • Cloud-based trading platforms with 99.99% uptime
  • Real-time ESG investing insights

Frequently Asked Questions

How does PiTech serve capital markets firms?

PiTech helps capital markets organizations — including broker-dealers, asset managers, and trading firms — with data management, regulatory reporting automation, cloud modernization, AI-driven analytics, and trading system integration.
Capital markets generate enormous volumes of structured and unstructured data across trading, risk, compliance, and client domains. PiTech builds scalable data platforms and governance frameworks that bring order to this complexity and enable real-time analytics.
PiTech helps firms meet obligations under SEC, FINRA, MiFID II, Dodd-Frank, and other frameworks — automating reporting workflows, building audit-trail systems, and designing data architectures that make regulatory examination straightforward.

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