WEST CONSHOHOCKEN, PA — PPB Capital Partners announced a major technology upgrade to its Private Investments Exchange, or PIX, a move the firm says will give financial advisors a faster, clearer, and more powerful way to explore, transact, and monitor private market strategies.
The enhanced version of PIX, set to roll out to advisors starting next month, is built on a new underlying technology platform provided by Delio. The transition is designed to deliver enterprise-grade functionality while preserving PPB’s emphasis on high-touch service and advisor support.
PPB said the upgrade responds to rapidly rising expectations among advisors as competition intensifies across the alternatives space, where technology investment has become a key differentiator.
“Enhancing PIX is a critical step in delivering the sophisticated, intuitive technology experience advisors expect,” said Amanda Bannon, PPB’s chief operating officer. “This evolution strengthens the entire PPBx program and allows us to pair PPB’s investment expertise and high-touch service with a modern, enterprise-grade digital platform.”
The PIX enhancement builds on PPB’s 2024 rebrand of its technology portal and is intended to keep the firm nimble as private markets technology continues to evolve. By shifting to Delio’s configurable, white-label infrastructure, PPB said it retains full control of its advisor experience while gaining the ability to adapt quickly to changing needs.
Under the upgrade, advisors will see streamlined, end-to-end subscription workflows with automated data synchronization designed to reduce errors and speed completion. The platform will also introduce real-time dashboards, multi-level portfolio views, and enhanced subscription tracking to improve transparency and reporting.
PPB said the redesigned interface delivers a more intuitive and adaptive user experience, allowing both advisors and internal teams to work more efficiently. The firm expects the improvements to free up internal resources for higher-value advisor support, which it described as a core differentiator.
“We’re excited to support PPB as they elevate the Private Investments Exchange for U.S. advisors,” said Gareth Lewis, co-chief executive of Delio. “Delio’s infrastructure gives PPB the ability to customize, control, and continuously enhance their private markets experience in a way that reflects the needs of their advisor community.”
PPB emphasized that the upgrade does not change ownership or strategic control of the platform. PIX remains PPB’s proprietary advisor experience, while Delio serves as the technology layer enabling faster innovation. The firm said it will continue to own the product roadmap, integrations, and positioning as it incorporates advisor feedback in real time.
The company framed the move as a long-term investment in technology aimed at improving workflows, strengthening transparency, and ensuring PIX remains competitive as demand for sophisticated private markets access continues to grow.
For the latest news on everything happening in Chester County and the surrounding area, be sure to follow MyChesCo on Google News and MSN.