News

Zacks Investment Management selects Portfolio Pathway’s portfolio reporting and RebalXTM suite.

Chicago, IL and Naperville, IL -- November 5, 2014. Zacks Investment Management has selected Portfolio Pathway, LLC for portfolio reporting and model rebalancing. "RebalX allows us to rebalance and trade multiple SMA and UMA strategies at multiple custodians with a few simple clicks." said Frank Lanza, COO of Zack Investment Management. "In addition, their easy to use online reporting and billing modules, coupled with their overall service, made selecting Portfolio Pathway an easy choice." "We are excited to partner with Zacks Investment Management." said Dave Miller, CEO of Portfolio Pathway. "Entrusting Portfolio Pathway with their current scale and growing client base says a lot."

About Zacks Investment Management
Zacks Investment Management (ZIM), is a Registered Investment Advisor founded in 1992. We are an expert in using earnings estimates and quantitative methodologies in the investment process, ZIM offers multiple strategies based on these techniques. We are a wholly owned subsidiary of Zacks Investment Research, one of the largest providers of independent research in the U.S.

About Portfolio Pathway
Portfolio Pathway is a leading provider of web-based portfolio reporting, rebalancing and trade order management. This next generation platform allows financial advisors, wealth managers and broker dealers to seamlessly manage their back office while providing a rich user experience to their clients. Other features include account aggregation, flexible billing, composite reporting, customizable statements and a branded client portal. For more information about Portfolio Pathway, visit www.portfoliopathway.com.

Contact Information
For Zacks Investment Management:
Frank Lanza
312-265-9359

For Portfolio Pathway:
Anthony Valente
800-970-9080 x102
info@portfoliopathway.com

Portfolio Pathway and Redtail Technology announce integration

Partnership provides seamless integration solution for Financial Advisors

Naperville, IL and Sacramento, CA-– February 19, 2013 Portfolio Pathway, the web-based portfolio management system, announced today they have completed integration development with Redtail Technology’s innovative web-based Client Relationship Management (CRM) solution. Advisors using Redtail will be able to view all account data from Portfolio Pathway.

“With our integration, Registered Investment Advisors (RIAs) will be able to seamlessly connect their Portfolio Pathway data to Redtail,” said Dave Miller, CEO of Portfolio Pathway. “This combination will continue to add efficiencies, as well as provide flexibility, to our common clients.”

“We are really excited to work with Portfolio Pathway,” said Brian McLaughlin, CEO of Redtail Technology. “Redtail users want as much information as possible to flow through their CRM. The ability to pull account data seamlessly from Portfolio Pathway provides a great benefit to our mutual users.”

About Portfolio Pathway
Portfolio Pathway provides web-based portfolio management reporting and back office tools for financial advisors, wealth managers and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting and portfolio rebalancing. For more information about Portfolio Pathway, visit www.portfoliopathway.com.

About Redtail Technology
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects – it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while simultaneously improving operational efficiency. Visit www.redtailtechnology.com for more information.

Clark Capital Management Group selects Portfolio Pathway’s rebalancing platform

Fast Growing Manager to utilize the new RebalX platform for portfolio model management, rebalancing and trade order management

Naperville, IL and Philadelphia, PA -- February 12, 2013 – Portfolio Pathway, the web-based portfolio management provider, announced today that Clark Capital Management Group has selected the Portfolio Pathway RebalX platform. The $3 billion RIA will utilize this new platform for their portfolio model management, rebalancing and trade order management needs.

“Portfolio Pathway has been a great partner servicing our performance reporting, billing and workflow needs.” said Colene Bittone, COO of Clark Capital.

Steve Grant, CFO added “Considering the great job they have done on the reporting side, it was an easy decision to select them for our rebalancing and trade execution needs as well. Their solution will not only streamline our process, it consolidates multiple systems saving us real money.”

“Clark Capital continues to grow at a significant pace.” said Dave Miller, CEO of Portfolio Pathway. “We are pleased they continue to show their confidence in our technology and service.“

About Portfolio Pathway
Portfolio Pathway provides web-based portfolio management reporting and back office tools for financial advisors, wealth managers and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting and portfolio rebalancing. For more information about Portfolio Pathway, visit www.portfoliopathway.com.Portfolio Pathway is a leading provider of web-based portfolio management reporting and back office tools for financial advisors, wealth managers, TAMPs and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting, portfolio modeling and a branded client portal. For more information, visit www.portfoliopathway.com.

About Clark Capital
Clark Capital Management Group is an independent, family- and employee-owned investment advisory firm with $3 billion in assets under management. The firm’s Navigator® Investment Solutions help Financial Advisors and RIAs grow their businesses and protect investor assets through meaningful diversification and institutional-quality management. Clark Capital is a partner to RIAs, financial advisors and investment consultants across the U.S. and provides separately managed accounts (SMAs), unified managed accounts (UMAs), mutual funds, exchange-traded fund (ETF) portfolios, Strategist, 401(k), and third party asset management services. Founded in 1986 by Chairman and CEO Harry J. Clark, Clark Capital is headquartered in Philadelphia.

Trustmont Group selects Portfolio Pathway to provide enterprise portfolio reporting and aggregation solutions to advisors.

Greensburg, PA and Naperville, IL – June 20, 2012. Trustmont Group has selected Portfolio Pathway, LLC to provide wealth reporting solutions for advisors at the Broker Dealer. Additionally, Portfolio Pathway will provide Trustmont Group with enterprise compliance reporting. Advisors at Trustmont now have access to performance reports on accounts at the Broker Dealer, as well as accounts held away. Additionally, users can leverage a flexible billing and optional payout system, a branded client portal and consolidated household statements.

“Portfolio Pathway delivers a comprehensive view of the client’s overall portfolio in a very organized manner.” said Anthony Hladek, COO of Trustmont Group. “This easy to use, online system will provide our advisors a robust reporting solution while streamlining our internal compliance and operational reporting.”

“We are excited to partner with Trustmont Group and believe our system will provide their advisor’s with a set unique tools to help manage their client portfolios.” said Dave Miller, CEO of Portfolio Pathway.” We believe our system will enhance both the advisor, and the end client’s experience while assisting in the continued growth of their business.”

About Trustmont Group
The Trustmont Group is an SEC Registered Investment Advisor and a Broker/Dealer. The Trustmont Group provides personal, trusted guidance to registered representatives and advisors—our clients. We know our success is based on our registered representatives’ and advisors’ success, so we strive to ensure that they have access to our strategies, tools and support to help them succeed.

Contact information:
Anthony C. Hladek
724-468-5665*121
ach@trustmontgroup.com

About Portfolio Pathway
Portfolio Pathway is a leading provider of web-based portfolio management reporting and back office tools for financial advisors, wealth managers and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting, portfolio modeling and a branded client portal. For more information about Portfolio Pathway, visit www.portfoliopathway.com.

Contact Information
For Portfolio Pathway:
Anthony Valente
800-970-9080 x102
info@portfoliopathway.com

Sterne Agee Selects Portfolio Pathway to Enhance Service to Clients and Advisors

Enhanced Technology Will Provide Wealth Reporting and Billing Solutions for Sterne Agee Financial Services

Birmingham, Alabama and Naperville, Illinois – May 15, 2012 - Sterne, Agee & Leach, Inc., one of the oldest and largest privately-owned brokerage firms in the country, today announced its selection of Portfolio Pathway, LLC to provide portfolio reporting services to its subsidiary, Sterne Agee Financial Services (SAFS). Portfolio Pathway will provide wealth reporting and billing solutions for Sterne Agee’s RIA and Hybrid Advisors, and the integration of the companies will also benefit clients of Sterne Agee Clearing. Use of Portfolio Pathway will make it easier for Sterne Agee advisors to help their clients manage risk and reach their financial goals.

Portfolio Pathway will provide Advisors access to performance reports on accounts at Sterne Agee in addition to aggregating accounts held away. Advisors will also be able to leverage a flexible billing system, as well as a branded client portal and consolidated household statements, which run quarterly and can be branded and customized. Portfolio Pathway also offers a document vault, which allows for secure uploading of documents at the household, client group or account level, as well as a data conversion system which allows for the conversion of historical data from other systems. Portfolio Pathway has also developed dozens of daily audits to catch potential errors and help assure data accuracy.

“Sterne Agee continues to expand our technology options to support both the Independent Broker/Dealer and the Registered Investment Advisor market segment.” said Jay Carter, CEO of SAFS. “Portfolio Pathway provides a great product and is very competitively priced. We have really enjoyed working with the people at Portfolio Pathway. Culture and quality service are important to us, and we have been very impressed with their company.”

“This integration with Portfolio Pathway will provide great value to our clients and our Advisors,” said Daniel Garrett, CTO of Sterne Agee Advisory Services. “As part of our technology vision, we will continue to partner with firms like Portfolio Pathway that have a common interest in serving the Advisory community.”

“We are excited to partner with Sterne Agee and believe our technology can enhance their advisors’ experience while contributing to the continued growth of their business,” says Dave Miller, CEO of Portfolio Pathway.

About Sterne Agee
Founded in 1901, Sterne Agee is one of the oldest and largest privately-owned investment banking firms in the country employing nearly 1,300 employees in 48 offices in 22 states. Sterne Agee is the trade name used by certain affiliates of Sterne Agee Group, Inc., including Sterne, Agee & Leach, Inc., member of NYSE, FINRA, and SIPC. For more information, visit www.sterneagee.com.

About Portfolio Pathway Portfolio Pathway is a leading provider of web-based portfolio management reporting and back office tools for financial advisors, wealth managers and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting, portfolio modeling and a branded client portal. For more information about Portfolio Pathway, visit www.portfoliopathway.com.

ByAllAccounts and Portfolio Pathway Partner to Provide a Unified Account Data View

Aggregated Data Stream Enables Advisors to Offer Holistic Wealth Management

BOSTON -- May 3, 2012 - ByAllAccounts, the leader in account aggregation, and Portfolio Pathway, a portfolio management software solution company, today announced a partnership to provide Portfolio Pathway users with aggregated client data from thousands of financial institutions, across all their accounts. This unified view will enhance advisors’ ability to provide wealth management advice based on all of their clients’ assets, including variable annuities, brokerages, ETFs, trusts, retirement accounts, and more. This addition to ByAllAccounts’ growing list of partnerships further expands their ability to provide aggregated data to wealth management professionals.

The partnership combines daily client balance, holding, and transactional information through ByAllAccounts with the portfolio reporting capabilities of Portfolio Pathway. Using this combined solution financial advisors can help their clients better manage risk and achieve their personal financial goals.

Registered investment advisor David Gratke, of Gratke Wealth in Portland, Ore., has been using the ByAllAccounts account aggregation service with Portfolio Pathway. “For the first time, I have been able to provide truly holistic advice for my clients by using this solution,” said Gratke. “It has even allowed me to work with pre-retiree clients, providing - and billing for - advice on 401(k)s. This has meant better service for my clients and improved profitability for my business.”

Portfolio Pathway serves registered investment advisors, TAMPs and Broker Dealers. “Our users want to be sure that they have access to the data they need to serve their clients,” said Dave Miller, CEO of Portfolio Pathway. “Through this alliance with ByAllAccounts, we can provide extensive reporting to our advisors giving them the ability to manage their clients overall assets and allowing them to be compensated for that level of service.”

“In this post 2008 era, investors want to be better informed and more involved in their financial decision making,” said ByAllAccounts’ President and CEO James Carney. “Portfolio Pathway is addressing this need by providing a unified view of assets across a household, enabling their advisors to help clients make more informed decisions about preserving or growing their wealth.”

For a full list of ByAllAccounts’ portfolio management and reporting systems integration, view its partner listing.

About ByAllAccounts, Inc.
ByAllAccounts, the financial advisors’ choice for account aggregation since 1999, is a service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. ByAllAccounts’ patented aggregation engine, through which hundreds of billions in assets flow daily, aggregates all client account data — from any source — within an advisor’s wealth management platform or trust accounting system for a truly comprehensive view. Thousands of advisors rely on ByAllAccounts to save administrative time and costs, mitigate risk associated with having incomplete information and grow revenues through client referrals and new business development. ByAllAccounts integrates seamlessly with all of the most popular wealth management platforms and compliance software solutions. For more information, visit www.byallaccounts.com.

About Portfolio Pathway
Portfolio Pathway is a leading provider of web-based portfolio management reporting and back office tools for financial advisors, wealth managers, TAMPs and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting, portfolio modeling and a branded client portal. For more information, visit www.portfoliopathway.com.