Portfolio Pathway

Portfolio Pathway provides web-based portfolio reporting, billing, rebalancing and trade order management. The job it does: building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. They also list Finance and Financial Services, so expect those to show up in the feature set. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Portfolio Pathway is based in Naperville, Illinois and founded in 2007. Their site is portfoliopathway.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

The facts above come from public company records. The score will come from people like you. Used Portfolio Pathway? Rate it.