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Integrations Integrations

Custodian/Clearing Interfaces

  • DAZL (direct business)
  • DST Fanmail (direct business)
  • First Clearing
  • First Southwest
  • Fidelity/National Financial
  • Pershing
  • RBC Capital
  • Schwab Institutional
  • Sterne Agee
  • TD Ameritrade Institutional
  • TIAA-CREF

Separately Managed Accounts

  • Clark Capital Management Group
  • Folio FN
  • FTJ Fund Fund Choice
  • Genworth Financial
  • SEI
  • Trust Company of America

Self Clearing Interfaces

  • Beta
  • Checkfree APL

Account Aggregators

  • ByAllAccounts

Partner Integrations

  • FactSet
  • eMoney
  • Redtail
  • Salesforce
  • SmartOffice
  • Kwanti

Conversions available

  • Advent Axys
  • Albridge
  • Portfolio Center
  • Orion Advisor Services
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.