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Portfolio Pathway

Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more. We continue to innovate based on our customer needs.

Portfolio Pathway believes in an honest, upfront partner approach to working with customers. We want to help advisors grow their business without the “we know better” attitude. It starts with our simple process of learning about your business and applying our industry experience and technical skills to help streamline workflow, provide accurate reporting and minimize time spent on managing your business. From sales to service, we want to be a teammate without the ego.

Website

https://www.portfoliopathway.com/

Contacts

info@portfoliopathway.com

https://www.facebook.com/portfoliopathway

http://www.linkedin.com/company/portfolio-pathway-llc

https://twitter.com/PortPathway

Portfolio Pathway

Portfolio Reporting

  • Dynamic Reporting
  • Composite Reporting
  • Account Aggregation

Rebalancing And Trading

  • Multi-Custodian UMA and SMA
  • Tax Management
  • Trading

Fee Billing

  • Schedules
  • Process Fees
  • Payouts And Billing Reports

Client Tools

  • Mobile App
  • Client Portal

Connect Data

  • Integrations
  • API
Portfolio Pathway

Companies that integrate with Portfolio Pathway

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Apex Clearing Corporation
Apex Clearing
Apex offers account and cash management, paperless account opening and funding processing, automated rebalancing, investment planning, portfolio construction, and other back office services.
#Custodial Platforms #Account Aggregation #Custodian #Portfolio Management #Risk Profiling #Trading #Investment Research
AssetMark
AssetMark
AssetMark Financial Holdings, Inc. is a leading provider of extensive wealth management and technology solutions that power independent financial advisers and their clients.
#Portfolio Management #Retirement Planning
BlazePortfolio
BlazePortfolio
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.
#Rebalancing #Risk Profiling #Trading
Bloomberg
Bloomberg
Bloomberg is the global leader in business and financial data, news and insight.
#Trading #Analytics
BNY Mellon
BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle.
#Portfolio Management #Broker-Dealer Platforms #Financial Planning #Investment Research #Commercial Banking #Private Banking
Morningstar
ByAllAccounts | Morningstar
ByAllAccounts provides account data aggregation solutions for professional wealth managers and financial advisors.
#Account Aggregation
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
SS&C
DST FAN Mail | SS&C
SS&C’s DST Financial Advisor Network Mail (FAN Mail) service enables advisors and broker-dealer back offices to leverage portfolio-management software investments and eliminate manual data entry of customer account activity.
#Account Aggregation
E*Trade
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
#Broker-Dealer Platforms #Portfolio Management #Trading #Retirement Planning
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
#Portfolio Management #Financial Planning #Portfolio Reporting #Proposal Generation
FactSet Research Systems
FactSet
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
#Analytics #Investment Research
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Portfolio Management #Trading #Investment Research
First Clearing
First Clearing
First Clearing provides firms with insights and resources to support their vision for guiding clients to a place of greater confidence about their life goals.
#Analytics #Risk Profiling #Investment Research
Folio Institutional
Folio Institutional
Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Portfolio Management #Trading #Tax Planning
Interactive Brokers
Interactive Brokers
Interactive Brokers Group is a deep discount electronic access broker offering online trading of stocks, options, futures, forex.
#Custodian
Jemstep
Jemstep
Jemstep provides a modern solution for banks to offer goal-based investing to clients.
#Portfolio Management #Analytics #Security
Kwanti
Kwanti
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers.
#Analytics #Investment Research
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Morningstar
Morningstar Advisor Workstation
Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, security research, and sales presentations.
#Investment Research #Analytics
Fidelity
National Financial Services | Fidelity
National Foinancial Services (NFS) is a registered broker-dealer owned by Fidelity Global Brokerage Group.
#Custodian
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Portfolio Management #Trading #Investment Research #Portfolio Reporting #Retirement Planning #Health Insurance #Lending
RBC
RBC
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance.
#Custodian #Compliance #Rebalancing #Trading #Portfolio Reporting #Retirement Planning
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
#Custodial Platforms
Shareholders Service Group
Shareholders Service Group
Shareholders Service Group, Inc. is an asset custodian for independent registered investment advisors.
#Custodian
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
#CRM
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
TIAA
TIAA
TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being.
#Portfolio Management #Financial Planning #Retirement Planning #Life Insurance #Private Banking
TD Ameritrade
VEO One | TD Ameritrade
TD Ameritrade Veo One is a trading platform which gives users an integrated vision of their activity and asset positions.
#Custodial Platforms

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