West Conshohocken-based PPB Capital Partners, an alternative investment platform, recently made major upgrades to its technology platform Private Investments Exchange (PIX) that advisers will have access to starting in February.
PPB Capital Partners is currently transitioning PIX to a new underlying technology provider, and enhancements will allow advisers to explore, transact and monitor private market strategies clearly and efficiently.
“Enhancing PIX is a critical step in delivering the sophisticated, intuitive technology experience advisors expect,” Amanda Bannon, PPB chief operating officer, said. “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.”
Enhancements include streamlined subscription processes, additional transparency and reporting,
improved adviser workflows, and more seamless intergradation with adviser systems.
Advisers will benefit from a polished, intuitive design with tailored workflows and enhanced navigation; a modern, adaptive interface; real-time dashboards, multi-level portfolio views, and improved subscription tracking provide advisors with clearer insights; and streamlined, end-to-end subscription processes with automated data sync that reduce errors and accelerate completion.
By upgrading PIX, PPB Capital Partners brings a modular, configurable private markets technology infrastructure that can be customized to advisers’ specific needs. Enhancements are implemented in real-time, ensuring that PIX evolves quickly and consistently with adviser feedback.