Portfolio Pathway
@PortPathway
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Cloud-based #WealthManagement platform #financialadvisors, #wealthmanagers & #brokerdealers use for #portfolio reporting, #feebilling, #rebalancing & #trading
Warrenville, IL
Joined May 2012
Exciting news 📢 We’re bringing Portfolio Pathway together with market leaders RedBlack, Jemstep, Intelliflo and i4C to create a new leader in #financialadvice technologies under one global brand: intelliflo. Follow us here @intellifloltd and click below.
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Portfolio Pathway is now intelliflo portfolio! Follow us on @IntellifloLtd going forward. #wealthtech #intelliflo #portfoliomanagement #trading
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Portfolio Pathway is now intelliflo portfolio! Follow us on @IntellifloLtd going forward. #wealthtech #intelliflo #portfoliomanagement #trading
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Don't forget to follow @intellifloltd, where Portfolio Pathway has been brought together with four other #digitalwealth businesses all under one global brand – intelliflo. This is where you can find new updates going forward!
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How’s your client experience? @AngieHerbers offers four steps to accelerating growth – with #clientexperience at the core. 👇 https://t.co/qin2BjIjPe #RIAs #financialadvisors #advisoryfirm #RIAgrowth @ThinkAdvisor
thinkadvisor.com
Advisors can mimic the success of Salesforce and Netflix by following this process.
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Are you getting all you need from your #portfolioreporting platform? Our #accountaggregation, dynamic composite reporting & #portfolioanalytics put you in full control of performance. Learn more: ➡️ https://t.co/2gxbFqkWoC
#wealthtech #advisortech #portfoliomanagement
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Volatility demands efficiency. Are you ready for it? #marketvolatility #financialadvisors #registeredinvestmentadvisors
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Get acquainted with the Portfolio Pathway #wealthmanagement platform & client portal -- helping #financialadvisors #assetmanagers & #brokerdealers scale their businesses. Check out our video (6 mins): 📽️ https://t.co/w4Bgwwd6Dx
#wealthplatform #wealthtech #advisortech
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The total number of #RIAs will continue to rise but three trends in wealth management will drive a redistribution of assets in the coming years. Check it out: 👇 https://t.co/ENPsfy7Lqh #boutiqueRIA #registeredinvestmentadvisor @RIAIntel @Mike_Thrasher
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UMAs make it easier to provide clients with good, comprehensive performance reporting – among many other advantages. So, why aren’t more RIAs using #UMAs? #unifiedmanagedaccounts #umatrading #portfoliomanagement #independentRIA @JeffGitterman @GittermanWealth
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Looking for a #rebalancingplatform that does UMA #trading? Portfolio Pathway lets you apply your strategies to an SMA or UMA & includes 3rd-party strategists within a UMA or SMA. Learn more: ➡️ https://t.co/a06fH606rV
#tradeordermanagement #financialadvisors #advisortech
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Many lessons learned as Joel and other financial industry experts reflect on Amazon’s success as Jeff Bezos steps down as CEO: 👉 https://t.co/gXWD1BHI8K #financialadvisors @FinTechie @craigiskowitz @DavidDeVoe1 @dougboneparth @ThinkAdvisor
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#PortfolioReporting should NOT be complicated. Our comprehensive, cloud-based #wealthplatform offers simplified, accessible tools to give you a competitive edge and dedicated, personal support. View our short video ➡️ https://t.co/XIV7DI4IvP (1:32) #wealthtech #advisortech
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The future of advice will be big, including smaller #advisoryfirms. Of the roughly 39,000 total US #RIAfirms, 60% manage under $50 million in AUM. Timothy Welsh of @NexusStrategy explains more about the opportunities ahead. ⬇️ https://t.co/kghAbqSeux #financialadvisors
thinkadvisor.com
While "scale" is today's industry buzzword, most advisory firms can survive and thrive despite their relative size.
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Provide your clients with account access anywhere, anytime. We provide firms with their own mobile-responsive, white-label client experience. View the video: 📽️ (2:29) 👉 https://t.co/oQX0tmJuTb'
#portfolioreporting #wealthplatform #wealthtech #advisortech #clientportal
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How’s your client experience? @AngieHerbers offers four steps to accelerating growth – with #clientexperience at the core. 👇 https://t.co/qin2BjIjPe #RIAs #financialadvisors #advisoryfirm #RIAgrowth @ThinkAdvisor
thinkadvisor.com
Advisors can mimic the success of Salesforce and Netflix by following this process.
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Providing a great client experience should be part of your growth plan. Is your #wealthplatform helping your clients stay connected? #clientexperience #wealthtech
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Got a solution for #feebilling & #revenuemanagement ? We provide streamline the billing process and reduce the complexity of preparing, invoicing & collecting fees, all in one place. View our video: (1:16) ➡️ https://t.co/GYbl33q5zX #wealthplatform #wealthtech #advisortech
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The total number of #RIAs will continue to rise but three trends in wealth management will drive a redistribution of assets in the coming years. Check it out: 👇 https://t.co/ENPsfy7Lqh #boutiqueRIA #registeredinvestmentadvisor @RIAIntel @Mike_Thrasher
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Volatility demands efficiency. Are you ready for it? #marketvolatility #financialadvisors #registeredinvestmentadvisors
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