PortfolioPathway

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Portfolio Pathway provides RIAs and Broker Dealers the tools needed to manage client accounts across multiple institutions in a single, web-based solution. From performance reporting, to operational workflow, to account aggregation, Portfolio Pathway can ease the burden of using multiple systems to get the information Advisors need to manage their business.

Related articles:

	Postscript: What exactly should we make of the T3 phenomenon? True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote
	Portfolio Pathway and $3-billion RIA-TAMP deepen an alliance that has Pershing at its core The Illinois-based performance software maker got going from its founder Pershing's roots -- and now an embrace of Folio Dynamix by the clearing company is opening a new chapter

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