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Portfolio Pathway News

Portfolio Pathway and Redtail Technology announce integration

Partnership provides seamless integration solution for Financial Advisors

Naperville, IL and Sacramento, CA-– February 19, 2013 Portfolio Pathway, the web-based portfolio management system, announced today they have completed integration development with Redtail Technology’s innovative web-based Client Relationship Management (CRM) solution. Advisors using Redtail will be able to view all account data from Portfolio Pathway.

"With our integration, Registered Investment Advisors (RIAs) will be able to seamlessly connect their Portfolio Pathway data to Redtail," said Dave Miller, CEO of Portfolio Pathway. "This combination will continue to add efficiencies, as well as provide flexibility, to our common clients."

"We are really excited to work with Portfolio Pathway," said Brian McLaughlin, CEO of Redtail Technology. "Redtail users want as much information as possible to flow through their CRM. The ability to pull account data seamlessly from Portfolio Pathway provides a great benefit to our mutual users."

About Portfolio Pathway
Portfolio Pathway provides web-based portfolio management reporting and back office tools for financial advisors, wealth managers and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting and portfolio rebalancing. For more information about Portfolio Pathway, visit

About Redtail Technology
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects – it's also about servicing them and, in turn, extracting value from the relationships. At the same time, it's about doing all of these things while simultaneously improving operational efficiency. Visit for more information.