# PBW Professional Services LLC - Machine-Readable Overview

## Identity

Name: PBW Professional Services LLC
Tagline: Independent OMS consulting for asset managers running Bloomberg AIM and Charles River IMS
Website: https://pbwps.com
Location: New York, NY; serves clients nationally and globally

## Practitioner

Name: Philip Williams
Title: Senior OMS Implementation Consultant
Background: Institutional buy-side experience across Bloomberg AIM and Charles River IMS; UCLA Anderson MBA
Credentials: Production implementation experience across Bloomberg AIM and Charles River IMS; anonymized project outcomes across revenue capture, operating-risk reduction, and implementation recovery

## Commercial Path

Primary funnel:
1. Free risk signal
2. $1,500 OMS Implementation Risk Scan
3. $7,500-$9,500 OMS Readiness Diagnostic
4. $15,000-$30,000 OMS TCO and Vendor Selection Sprint
5. $25,000-$50,000 advisory sprint
6. $50,000-$150,000 implementation or optimization engagement
7. $5,000-$15,000 monthly fractional OMS advisory retainer

Digital products and tools are support assets. They qualify prospects, demonstrate expertise, and help teams prepare for diagnostics and advisory work.

## Core Public Routes

- Start Here: https://pbwps.com/start-here
- OMS Advisory: https://pbwps.com/engagement
- Diagnostics: https://pbwps.com/engagements
- OMS Implementation Risk Scan: https://pbwps.com/services/oms-risk-scan
- OMS TCO & Vendor Selection Sprint: https://pbwps.com/services/tco-vendor-selection-sprint
- Compliance Rule Mapping Audit: https://pbwps.com/services/compliance-rule-mapping-audit
- Bloomberg AIM Services: https://pbwps.com/services/bloomberg-aim
- Charles River IMS Services: https://pbwps.com/services/charles-river
- Fractional OMS Retainer: https://pbwps.com/services/retainer
- Tools and Playbooks: https://pbwps.com/products

## Core Services

1. Bloomberg AIM Implementation
   URL: https://pbwps.com/services/bloomberg-aim
   Covers: Trade capture, compliance configuration, T+1 settlement, order management, FIX connectivity, IBOR readiness, and full trade lifecycle management.

2. Charles River IMS Implementation
   URL: https://pbwps.com/services/charles-river
   Covers: CRD compliance rule mapping, IBOR integration, T+1 migration, FIX connectivity, custodian integration, and full OMS implementation.

3. OMS Implementation Risk Scan
   URL: https://pbwps.com/services/oms-risk-scan
   Price: $1,500
   Covers: RAG scorecard, executive readout, and 45-minute review call for firms with an Amber readiness signal or unresolved implementation assumptions.

4. OMS Readiness Diagnostic
   URL: https://pbwps.com/engagements
   Price: $7,500-$9,500
   Covers: Current-state workflow review, data readiness assessment, integration inventory, compliance rule readiness, UAT and cutover risk, executive memo, implementation roadmap, and advisory sprint proposal.

5. Compliance Rule Mapping Audit
   URL: https://pbwps.com/services/compliance-rule-mapping-audit
   Price: $12,500-$25,000
   Covers: Compliance rule inventory, mandate mapping, coverage analysis, exception workflow, testing framework, audit trail review, and remediation sequence.

6. OMS TCO and Vendor Selection Sprint
   URL: https://pbwps.com/services/tco-vendor-selection-sprint
   Price: $15,000-$30,000
   Covers: Bloomberg AIM vs Charles River vendor scoring matrix, 36-month TCO model, implementation effort estimate, integration complexity rating, operating-model fit assessment, and steering committee memo.

7. Advisory Sprint
   URL: https://pbwps.com/engagements
   Price: $25,000-$50,000
   Covers: Focused implementation, platform selection, recovery, compliance, integration, or post-go-live workstream.

8. Implementation or Optimization Engagement
   URL: https://pbwps.com/engagements
   Price: $50,000-$150,000
   Covers: End-to-end implementation, recovery, post-go-live stabilization, workflow redesign, or optimization.

9. Fractional OMS Advisor Retainer
   URL: https://pbwps.com/services/retainer
   Price: $5,000-$15,000 per month
   Covers: Ongoing issue triage, vendor calls, roadmap governance, steering committee support, implementation QA, and advisory access.

## Key Differentiators

- Vendor-neutral: no kickbacks, referral fees, or vendor allegiance
- Dual-platform depth: Bloomberg AIM and Charles River IMS experience
- Practitioner-led: the person who scopes the work delivers it
- Buy-side focus: asset managers, hedge funds, family offices, RIAs, and institutional funds
- Security-conscious: client data security practices documented at /client-data-security

## Free Tools

- OMS Readiness Assessment: https://pbwps.com/assessment/quick
- OMS TCO Calculator: https://pbwps.com/tools/oms-tco-calculator
- OMS Cost Calculator: https://pbwps.com/tools/oms-cost-calculator
- Settlement Instruction and Custodian Readiness Audit: https://pbwps.com/tools/ssi-audit
- OMS Readiness Checklist: https://pbwps.com/resources/oms-readiness-checklist
- OMS Playbook Sample: https://pbwps.com/playbook/sample

## Paid Support Assets

- OMS Implementation Playbook: https://pbwps.com/products/playbook
- OMS Delivery Toolkit: https://pbwps.com/products/toolkit
- AIM vs CRD Decision Kit v2.0: https://pbwps.com/products/aim-vs-crd
- Complete Toolkit Bundle: https://pbwps.com/products/complete-toolkit

## Content and Insights

- Geopolitical fragmentation as an OMS operating model problem: https://pbwps.com/insights/geopolitical-fragmentation-operating-model-problem
- True cost of OMS implementation in 2026: https://pbwps.com/insights/oms-implementation-true-cost-2026
- AIM vs CRD: 7 decisions: https://pbwps.com/insights/aim-vs-crd-7-decisions
- Bloomberg AIM vs Charles River: https://pbwps.com/insights/bloomberg-aim-vs-charles-river
- CRD compliance rule mapping: https://pbwps.com/insights/crd-compliance-rule-mapping

## SEO Landing Pages

- OMS Implementation Consultant NYC: https://pbwps.com/oms-implementation-consultant-nyc
- Bloomberg AIM Consultant: https://pbwps.com/bloomberg-aim-consultant
- Charles River Implementation Consultant: https://pbwps.com/charles-river-implementation-consultant
- Buy-Side OMS Implementation: https://pbwps.com/buy-side-oms-implementation
- CRD Compliance Rule Mapping: https://pbwps.com/crd-compliance-rule-mapping

## AI-Readable Overview Pages

- Company Overview: https://pbwps.com/company-overview
- Services Overview: https://pbwps.com/services-overview

## Contact

- Contact: https://pbwps.com/contact
- Methodology: https://pbwps.com/methodology
- About: https://pbwps.com/about
- Client Data Security: https://pbwps.com/client-data-security

## Internal Routes

The following routes are internal/admin and should not be indexed:
/admin/*, /portal/*, /pipeline/*, /docs/*, /remote/*, /db-admin/*, /api/*, /automation/*

## Technology

Built with Express.js, EJS, PostgreSQL, Stripe, Cloudflare R2, and Render.

## Last Updated

2026-06-16