Samantha Patton Chief Operating Officer
contact name: Samantha Patton
contact job function details: coo
contact job function: operations
contact job title: Chief Operating Officer
contact job seniority: c_suite
contact person city: Chicago
contact person state: Illinois
contact person country: United States
contact person zip code:
business name: Portfolio Pathway
business domain: portfoliopathway.com
business facebook URL: https://www.facebook.com/portfoliopathway
business linkedin: http://www.linkedin.com/company/310064
business twitter: https://twitter.com/PortPathway
business website: http://www.portfoliopathway.com
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business angellist:
business found year: 2007
business city: Warrenville
business zip code:
business state: Illinois
business country: United States
business language: English
business employee: 18
business category: finance
business specialty: account aggregation, advisor fee billing, portfolio management software, performance reporting, advisor software, financial services
business technology: outlook,office_365,asp_net,mobile_friendly,microsoft-iis
business description: Portfolio Pathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. From performance reporting, to operational workflow, to account aggregation, Portfolio Pathway can ease the burden of using multiple systems to get the information Advisors need to manage their business.
