Delio Powers Major Enhancement to PPB Capital Partners’ Private Investments Exchange (PIX)

The partnership delivers enterprise-grade infrastructure to streamline alternative investment workflows for US wealth advisors

January 26, 2026 – Delio, the leading provider of white-label operating systems for private markets distribution and reporting, today announces its partnership with PPB Capital Partners, a leading alternative investment platform connecting private wealth advisors to private market solutions, to power a significant enhancement of the Private Investments Exchange (PIX), PPB’s technology platform for accessing and managing alternative investments.

The partnership enables PPB to deliver a significantly upgraded digital environment to its advisor community. The enhanced PIX platform, built on Delio’s configurable infrastructure, will begin rolling out to advisors this month.

Delivering Enterprise-Grade Technology for Private Markets

“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 specific needs of their advisor community.”

The partnership exemplifies Delio’s approach of providing fully configurable, white-label, modular technology that gives clients complete control over their private markets offering. Rather than forcing firms to adapt to rigid platform requirements, Delio enables partners like PPB to maintain their unique brand identity and service model while leveraging enterprise-grade infrastructure.

Enhanced Capabilities for Advisors

Through Delio’s technology infrastructure, PPB’s enhanced PIX platform delivers:

• More Efficient Workflows: Streamlined, end-to-end subscription processes with automated data sync that reduce errors and accelerate completion
• Enhanced Transparency: Real-time dashboards, multi-level portfolio views, and improved subscription tracking providing advisors with clearer insights
• Modern, Adaptive Interface: A polished, intuitive design with tailored workflows and enhanced navigation delivering a superior user experience

“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.”

A Modular Approach to Private Markets Technology

The implementation demonstrates perfectly Delio’s configurable approach to implementation that allows financial institutions to:

• Customize their private markets technology to specific client needs
• Maintain full ownership of their platform strategy and roadmap
• Implement technology enhancements in real-time based on user feedback
• Focus internal resources on high-value client service rather than technology maintenance

This partnership reinforces Delio’s position as the digital infrastructure provider of choice for financial institutions seeking to integrate alternatives into their offerings while maintaining control over client experience. Delio’s market leading flexibility has led to the delivery of:

• A full Core OS implementation within 14 weeks, onboarding data from hundreds of historic fund products and in excess of 140,000 documents, seamlessly migrating historic transaction data in partnership with the firm’s fund administrator.
• Core OS being implemented as the firm’s end-to-end distribution and reporting platform, supporting connectivity with key custodians and replacing manual processes with automated, scalable workflows.
• An embedded, product-agnostic platform that gives PPB control over user experience, configuration, and advisor relationships, while enabling future extension of the technology across its wider client ecosystem.

Trusted by more than 50 clients across 18 regulatory jurisdictions, Delio’s Core OS infrastructure supports over 12,000 advisers and end clients worldwide, reinforcing its position as the leading non-conflicted industry utility for digital private markets capability.

About Delio

Delio empowers financial institutions and investment firms to maintain full control of their alternative investment capabilities through its white-label, AI-powered operating system, Delio Core OS. Combining configurable, low-code tools with a collaborative, non-conflicted approach, Delio enables firms to streamline compliant, scalable workflows across aggregation, structuring, distribution, administration and reporting – all while delivering a seamless user experience for their clients.

About PPB Capital Partners

PPB Capital Partners is a full-service alternative investment provider that partners with private wealth advisors to deliver curated access to differentiated alternative investment strategies, customized fund solutions, and operational excellence. PPB’s solutions are designed to simplify alternative investing, enabling advisors to grow and scale their businesses while keeping their focus on client relationships. For more information, visit ppbcapitalpartners.com.

Media Enquiries:
Delio: press@deliogroup.com
PPB Capital Partners: tkono@vocatusllc.com