PortfolioXpressWay (PXW) helps family offices deliver an exceptional client experience by transforming complex wealth information into a connected experience for Multi Family Offices and wealth advisory firms. Our platform is designed to strengthen relationships, enabling better engagement and a stronger sense of alignment between firms and the families they serve.
A Complete, Navigable View Of Wealth
PXW consolidates portfolio data and related documents into a unified structure that reflects the full scope of client wealth across entities, asset classes, and reporting structures. The result is not just a comprehensive view of wealth, it is information organized for clarity and engagement.
Shared Visibility That Reduces Friction
PXW creates a shared environment where advisors and clients engage with the same portfolio information, supported by role-based access and permissions, while white-labeled reporting reinforces your firm’s brand and strengthens the client experience. This supports clearer conversations, reduced re-explanation, and better alignment across advisors and family members.
A Digital Experience That Meets Modern Expectations
PXW delivers portfolio views and reporting through a secure portal and mobile experience designed for ongoing engagement. Next-generation family members get clear visibility into their portfolios and the digital experience they’ve come to expect.
