Thought Leadership & Insights

Technology Built Around Advisors

October 28, 2026

Advancing the Private Markets Experience

Trevor Smith, PPB’s Senior Director of Data and Technology Services, discusses how PPB is strategically investing in its Private Investments Exchange (PIX) to enhance the advisor experience. Through improved workflows, strengthened transparency and reporting, streamlined subscription processes, and seamless integration with advisor systems, PIX helps advisors work more efficiently and maintain greater control over their private markets operations without compromising high-touch service.

Disclosure: Information presented is for educational purposes only, are subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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