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.
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