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Company info:

Top Executive: Dave Miller
200 East 5th Ave., Suite 106
Naperville, IL 60563

RIA department info:

Contact: Anthony Valente


  • Founded in 2007


What is the service or product you offer to RIAs?

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 listings:

filed under: Account Aggregator, Performance Reporting, Portfolio Management System, Trading/Rebalancing

Related articles:

Tim Welsh: If you're not there people say, Why isn't so and so there? It's the missing persons effect.

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
David Miller: They said, If you leave we'll come with you.

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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