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Sterne Agee Selects Portfolio Pathway to Enhance Service to Clients and Advisors

Enhanced Technology Will Provide Wealth Reporting and Billing Solutions for Sterne Agee Financial Services

Birmingham, Alabama and Naperville, Illinois – May 15, 2012 - Sterne, Agee & Leach, Inc., one of the oldest and largest privately-owned brokerage firms in the country, today announced its selection of Portfolio Pathway, LLC to provide portfolio reporting services to its subsidiary, Sterne Agee Financial Services (SAFS). Portfolio Pathway will provide wealth reporting and billing solutions for Sterne Agee’s RIA and Hybrid Advisors, and the integration of the companies will also benefit clients of Sterne Agee Clearing. Use of Portfolio Pathway will make it easier for Sterne Agee advisors to help their clients manage risk and reach their financial goals.

Portfolio Pathway will provide Advisors access to performance reports on accounts at Sterne Agee in addition to aggregating accounts held away. Advisors will also be able to leverage a flexible billing system, as well as a branded client portal and consolidated household statements, which run quarterly and can be branded and customized. Portfolio Pathway also offers a document vault, which allows for secure uploading of documents at the household, client group or account level, as well as a data conversion system which allows for the conversion of historical data from other systems. Portfolio Pathway has also developed dozens of daily audits to catch potential errors and help assure data accuracy.

"Sterne Agee continues to expand our technology options to support both the Independent Broker/Dealer and the Registered Investment Advisor market segment." said Jay Carter, CEO of SAFS. "Portfolio Pathway provides a great product and is very competitively priced. We have really enjoyed working with the people at Portfolio Pathway. Culture and quality service are important to us, and we have been very impressed with their company."

"This integration with Portfolio Pathway will provide great value to our clients and our Advisors," said Daniel Garrett, CTO of Sterne Agee Advisory Services. "As part of our technology vision, we will continue to partner with firms like Portfolio Pathway that have a common interest in serving the Advisory community."

"We are excited to partner with Sterne Agee and believe our technology can enhance their advisors’ experience while contributing to the continued growth of their business," says Dave Miller, CEO of Portfolio Pathway.

About Sterne Agee
Founded in 1901, Sterne Agee is one of the oldest and largest privately-owned investment banking firms in the country employing nearly 1,300 employees in 48 offices in 22 states. Sterne Agee is the trade name used by certain affiliates of Sterne Agee Group, Inc., including Sterne, Agee & Leach, Inc., member of NYSE, FINRA, and SIPC. For more information, visit

About Portfolio Pathway Portfolio Pathway is a leading provider of 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, portfolio modeling and a branded client portal. For more information about Portfolio Pathway, visit