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

Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions.

PortfolioPathway Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

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.