Portfolio Pathway


4 / 5
1 review

Who Uses This Software?

Portfolio Pathway is utilized by RIAs, Wealth Managers, TAMPs and Broker Dealers.

Average Ratings

1 Review

  • 4 / 5

  • 3 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
  • Deployment
    Cloud, SaaS, Web
  • Support
    Business Hours

Vendor Details

  • Portfolio Pathway
  • www.portfoliopathway.com
  • Founded 2007
  • United States

About PortfolioPathway

PortfolioPathway provides financial advisors 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, PortfolioPathway can ease the burden of using multiple systems to get the information Advisors need to manage their business.

PortfolioPathway Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

PortfolioPathway Reviews

Significantly Closer to Fully Baked

Jan 24, 2017

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Comments: We started with this software over two years ago. At the time it was mostly a lot of promise but it is now at the point where reports are stable and moving around the system is relatively easy. Data to it is a seamless direct feed from Schwab, our sole custodian. Integrates data from ByAllAccounts for all-account (managed and unmanaged) reports that clients like. Wish it had more flexibility in reporting but much information can be teased out one way or another if one knows where to look. Help desk is always available (we're on Eastern time), friendly, significantly more informed as time has passed and willing to research for answers they don't have. Secured document storage area, where clients can upload as well as we post for download, is a nice feature. My 3 stars mean average and it is average software, no small thing in technology software where ill-formed alternatives abound.