PPBx Technology

Flexibility to adapt to ever-changing financial technology

A nimble partner with leading technology resources available in real-time.

Staying current with the latest technology enhancements is important. But it’s not easy.

 

  • It requires appropriate effort for full discovery
  • This can be time-consuming and costly given the wide breadth of available technology solutions
  • Dedicated efforts can sidetrack the focus of your firm

 

PPBx eliminates limitations

 

  • Continually researches the marketplace
  • Integrates the best and most innovative technology at any given time
  • Transfers any cost efficiencies to our RIA partners and investors

Connect With Us

    Debunking the “one-stop-shop” technology myth

    We are confident that our financial technology partners are at the forefront to accomplish our private wealth partners’ goals.

    A one-stop shop technology solution for RIAs does not exist, so why limit our firm and private wealth advisors to just one provider?

    – Evan Deussing, Head of Distribution at PPB

    Private Investment Xchange (PIX)

    State-of-the-art approach to account onboarding and maintenance

    Under the PPBx umbrella, PIX is PPB’s private wealth portal which creates operational efficiencies during all trade processes and reporting.

    Why PIX

    It’s critical to incorporate the latest technology enhancements to create operational efficiencies How does your team tackle portal management?

     

    PIX combines the latest technology with a human touch for full-service technology and operations.

     

    PIX leading technology platform

     

    • Data and document portal, data room, and subscription onboarding
    • New and existing manager education and videos
    • Dedicated team to handle all your day-to-day tasks
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    Leverage a technology system with resources and support 100% focused on the platform and its functionality.

    Private Wealth Portal

    A sneak-peak at better, faster, trustworthy account management

    It’s critical that our private wealth partners are confident in their decisions. PIX provides a direct, transparent view that does just that.

    Data Rooms

     

    Your one-stop-shop for important fund materials and offering documents.


    Key features


    • Tailored access settings
    • Watermarking
    • NDA’s
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    Build custom data rooms for new funds in less than 48 hours

    Subscription Onboarding

     

    Streamlined subscription process with custom, secure workflows.


    Key features


    • DocuSign integration
    • Subscribe to new funds
    • Prefill investor information
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    600+ subscriptions totaling over $280m completed through Juniper Square

    Document Repository

     

    Access on-demand client documents,reporting, and the latest fund data 24/7.


    Key features


    • Central location
    • Investment vehicle documents for each investor at your fingertips
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    Dozens of funds and $2.6+ billion assets flow through the Portal today

    51,000

    Documents

    actively managed

    8,200

    Positions

    housed

    7,100

    Unique

    investor accounts

    3,300

    Transactions

    of investment activity

    As of 3/31/2025

    The result: a culmination of advanced technology and custom delivery

    In a complex, highly sophisticated industry, we recognize the value of specialization and expertise.

    PPBx Principles

    Our technology suite is developed exclusively to the scope of our vision.

     

    Every detail is tailored to address wealth advisor priorities.

    1

    Uncover and leverage the latest technology systems with resources and support 100% focused on the platform and its functionality.

    2

    Recognize the return of investing in technology.

    3

    Utilize capabilities that come with experience. Primed for delivery with dozens of seamless implementation successes behind us.

    4

    Never sacrifice quality, in service or technology. PPBx maintains a top-tier service model with our enhanced tech-stack.

    Why PPB

    • Exclusive investment opportunities bring a unique source of portfolio diversification, uncorrelated income, and alpha differentiators.
    • Customized white-labeled fund structures supported by a completely scalable service model help drive revenue and boost AUM growth.
    • Cost effective and efficient operational support alleviate the day-to-day burdens associated with managing alternative assets freeing you to focus on what matters most.

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