PPB Levels Up in Alt-Investing Tech Race with PIX Platform Overhaul

WEST CONSHOHOCKEN, PA – January 26, 2026 – PPB Capital Partners, a prominent provider of alternative investment solutions for wealth advisors, has announced a significant technological overhaul of its Private Investments Exchange (PIX) platform. The enhancement, powered by a new partnership with global wealthtech firm Delio, is designed to provide advisors with a more sophisticated, efficient, and transparent digital environment for navigating the complexities of private markets.

The upgraded platform, set to launch for advisors next month, represents a critical move in an increasingly competitive landscape where technology has become the primary battleground for attracting and retaining top-tier financial professionals.

The Tech Arms Race in Private Markets

The push for technological superiority in the alternative investment sector is not new, but it has reached a fever pitch. As high-net-worth investors increasingly seek diversification and higher yields outside of public markets, wealth advisors are under pressure to provide access and manage these complex assets effectively. Industry research indicates that over 70% of Registered Investment Advisors (RIAs) now rely on external technology platforms to incorporate alternatives into client portfolios, making the user experience and functionality of these platforms a key differentiator.

Firms like iCapital and CAIS have set a high bar, building vast marketplaces that connect thousands of advisors to a wide array of private funds. This competitive pressure has fueled a tech arms race, compelling platforms to invest heavily in streamlining workflows, enhancing data analytics, and simplifying the user experience. PPB's move to rebuild PIX's foundation with Delio's enterprise-grade infrastructure is a direct response to this market dynamic. By doing so, the firm aims not only to meet but to exceed the rising expectations of advisors who demand digital tools as sophisticated as the investment strategies they manage.

“Enhancing PIX is a critical step in delivering the sophisticated, intuitive technology experience advisors expect,” said Amanda Bannon, Chief Operating Officer at PPB. “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.”

Empowering the Advisor with a Modernized PIX

For financial advisors, the appeal of private markets is often tempered by the operational drag of manual paperwork, opaque reporting, and fragmented workflows. The enhanced PIX platform directly targets these pain points with a suite of new features designed to simplify the entire investment lifecycle.

The key improvements focus on three core areas:

• Efficient Workflows: The platform will introduce a streamlined, end-to-end subscription process. By automating data synchronization, it aims to reduce manual entry errors and significantly accelerate the time it takes to complete transactions, freeing up advisors to focus on client relationships and strategy.
• Enhanced Transparency: A major upgrade comes in the form of real-time dashboards and multi-level portfolio views. This will provide advisors with clearer, on-demand insights into investment performance and subscription status, addressing a long-standing demand for greater transparency in the traditionally opaque world of private assets.
• Modern, Adaptive Interface: The user experience has been redesigned with a polished, intuitive interface. Tailored workflows and improved navigation are intended to make exploring, transacting, and monitoring investments a more seamless process.

By automating and refining these operational tasks, PPB aims to allow its internal teams to dedicate more time to its core differentiator: providing high-touch, personalized service and investment support to its advisor network.

A Strategic Partnership: The 'Why' Behind White-Label

Rather than building a new technology stack from the ground up—a costly and time-consuming endeavor—PPB has made a strategic decision to partner with Delio, a specialist in configurable, white-label private markets technology. This approach reflects a broader trend in wealthtech, where firms leverage specialized third-party infrastructure to accelerate innovation while focusing on their core competencies.

Delio provides a modular, AI-powered operating system that PPB can customize to the specific needs of its advisor community. This 'white-label' model allows PIX to remain unequivocally PPB's platform in terms of strategy, branding, and user experience, while Delio's technology operates as the powerful, flexible engine underneath. This structure allows PPB to retain full ownership of its product roadmap and integration strategy, ensuring the platform evolves based on direct advisor feedback.

The firm has emphasized that this is a “strategic, efficient, and cost-effective” path to delivering state-of-the-art technology without the immense capital expenditure of in-house development. It enables agility, allowing for faster implementation of new features and ensuring the platform remains nimble in a rapidly changing environment.

“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 — all in a way that reflects the needs of their advisor community.”

Building on a Foundation of Growth and Innovation

This platform enhancement is not a standalone initiative but the latest step in PPB Capital Partners' consistent growth trajectory. The firm, which earned a spot on the 2025 Inc. 5000 list of fastest-growing private companies, has a history of strategic expansion. In the past year alone, it grew its alternative investment offerings by 50%, adding access to high-demand asset classes like litigation finance, energy infrastructure, and digital assets to its established menu of private equity, credit, and real estate.

With a network of over 30,000 advisors and nearly two decades of experience creating customized fund structures, PPB has built its reputation on simplifying the complexities of alternative investing. The decision to invest significantly in its technology infrastructure, building on its 2024 portal rebrand, underscores its long-term vision. By combining curated access to differentiated strategies with an advanced, user-friendly digital platform, PPB is positioning itself to not only compete but to lead in empowering advisors to scale their businesses and deliver more sophisticated portfolio solutions to their clients.