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  • At Portfolio Pathway, we believe in allowing you the flexibility to use the systems needed to best run your business. That is why we continue to not only create customizable solutions, but to integrate with other systems as well.

     

    Performance Reporting

    Performance Reporting

    Portfolio Pathway provides performance on many different levels. You can view account, group or household performance; view security, asset class or other rolled-up performance. If you manage composites, we have reporting for that too.

     

    RebalX Trading System

    RebalX™

    Our rebalancing and order execution system allows you to create and manage models, then apply one or more accounts to create drift reports and trade order executions.

     

    Financial Account Aggregation

    Account Aggregation

    We interface with many different firms directly. In addition, Portfolio Pathway has partnered with ByAllAccounts allowing you to roll in, report and bill on held away accounts such as 401Ks, as well as bank and other brokerage accounts.

     

    Billing System

    Flexible Fee Billing

    Calculate client fees using a number of different methods and/or schedules. Other features include account group billing, security and account exclusions, multiple payees, weighted events and branded invoices.

     

    Generate Client Financial Statements

    Customizable Statements

    In addition to private labeling, you can choose from different layouts, data points, charts, graphs and colors. If you have commentary, we can drop that in too. What’s more, you can select from a variety of frequencies including an on-the-fly real-time statement.

     

    Branded Client Portal

    Branded Client Portal

    Collaborate with your clients through our branded client portal. This site allows you to provide reporting and document sharing with your clients. Features and views are customizable allowing you to control what your clients can see.

    4,473 total views, 11 views today

  • 4,474 total views, 12 views today

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