Total Portfolio Clarity, Better Decisions.

Bring both traditional and private investments into focus, empowering discussions that build generational trust.

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Where clarity becomes connection.

Client experience is becoming a competitive differentiator in wealth management. Firms that bring complex wealth into clear focus create confidence today and trust that carries across generations.

PXW brings essential client portfolio information and documents into one connected experience, enabling better engagement and a stronger sense of alignment between firms and the families they serve.

A screenshot of the powerful Portfolio Xpressway platform.

For the Firm

A consistent, differentiated client experience that scales across the organization, strengthens retention, and supports long-term growth.

For Advisors

A clear, client-ready view of the total portfolio that makes it easier to share insights, guide conversations, and stay in control of the narrative.

For Clients

Clear access to their full financial picture across traditional and private assets, available through a secure portal and mobile app.

We did not set out to build another wealth platform. We set out to solve the client engagement gaps that wealth platforms left behind.

Through our work with family offices and wealth advisors, we saw firsthand how fragmented information undermined the client experience. It was not a data problem. It was a failure to meet the growing expectations of today’s clients.

PXW brings complex portfolio data into clear view, creating a structured experience built for client clarity and trust. That's why we created a platform that brings clarity to complex portfolios—unifying traditional and private investments in one seamless experience.

A photo of a happy investment professional.

When you have true visibility, you don't just manage wealth. You create legacies.

Who We Serve

Multi Family Offices & Advisory Firms

Wealth Owners

Deliver a unified experience your clients can trust.

Equip your advisors with a connected environment that centralizes client information, documents and key intelligence. This helps them prepare faster, respond with clarity and strengthen every relationship.

Elevate every client relationship.

Provide families with a premium digital experience that reflects your standard of service and care. PXW enhances transparency, responsiveness and personalization which drives higher retention and long-term loyalty.

Build consistency through structured workflows.

PXW workflows bring structure and accountability to your client service model. Reduce manual effort, create consistent delivery and ensure essential steps are completed accurately and on time.

Empower your advisors to deliver exceptional value.

Evolve your dealer operations by providing advisors with unified portfolio views across traditional and alternative investments. Watch your team deliver more personalized strategies, deeper client insights, and stronger relationship management—driving higher client retention and increased assets under management.

Create elevated client experiences.

Take your client communication & transparency to the next level with our sophisticated digital platform. Our customizable client portal, secure document delivery, and on-demand reporting capabilities elevate your brand, strengthen client trust, and drive referrals and retention.

Turn compliance from cost centre to growth enabler.

Transform your approach to regulatory requirements through intelligent automation and streamlined workflows. Our platform's integrated document management, KYC processing, and compliance reporting features reduce administrative burden while strengthening risk management and governance reputation.

Unify your wealth story for clarity and confidence.

Experience the peace of mind that comes from seeing your entire financial picture in one place. Bring together all your investments—custodied and private holdings—to give you the comprehensive view needed to make informed decisions and grow your wealth with confidence.

Unlock hidden opportunities for growth.

Transform how you evaluate investment opportunities and assess portfolio performance. With all your assets visible in one place, you'll recognize optimization opportunities that might otherwise remain hidden.

Protect and grow your financial legacy.

Create a comprehensive wealth plan that aligns with your goals and values. Our platform provides the tools and insights needed to manage complex wealth structures and ensure generational continuity.

Multi Family Offices & Advisory Firms

Wealth Owners

Deliver a unified experience your clients can trust.

Elevate every client relationship.

Build consistency through structured workflows.

PXW workflows bring structure and accountability to your client service model. Reduce manual effort, create consistent delivery and ensure essential steps are completed accurately and on time.

Empower your advisors to deliver exceptional value.

Create elevated client experiences.

Turn compliance from cost centre to growth enabler.

Unify your wealth story for clarity and confidence.

Unlock hidden opportunities for growth.

Protect and grow your financial legacy.

Create a comprehensive wealth plan that aligns with your goals and values. Our platform provides the tools and insights needed to manage complex wealth structures and ensure generational continuity.

Multi Family Offices & Advisory Firms

Wealth Owners

Deliver a unified experience your clients can trust.

Elevate every client relationship.

Build consistency through structured workflows.

PXW workflows bring structure and accountability to your client service model. Reduce manual effort, create consistent delivery and ensure essential steps are completed accurately and on time.

Empower your advisors to deliver exceptional value.

Create elevated client experiences.

Turn compliance from cost centre to growth enabler.

Unify your wealth story for clarity and confidence.

Unlock hidden opportunities for growth.

Protect and grow your financial legacy.

Create a comprehensive wealth plan that aligns with your goals and values. Our platform provides the tools and insights needed to manage complex wealth structures and ensure generational continuity.

OUR PRODUCT

Set a New Standard for Client Engagement

We're transforming how you serve your ultra-high net worth clients, empowering you to deliver insights that others miss and build relationships that span generations.

Aggregate

Collaborate

Deliver

AGGREGATE

Bring together total portfolio data from portfolio management systems, accounting platforms, CRMs, and books of record into a single, client-ready view.

Track every investment class

Aggregate total portfolio data across traditional and private assets.

Eliminate data silos

Sync with CRM, PMS, accounting systems, and books of record.

Streamline documents

Organize supporting documents with intuitive structure and tagging.

COLLABORATE

Enable clear, informed conversations from a shared portfolio view.

Connect your investment ecosystem

Navigate across entities, holdings, and associated documents.

Enable client contribution

Enable secure, workflow-driven collaboration where clients can contribute updates, including private and non-traditional assets, directly into the shared portfolio view.