Portfolio Pathway Client View mobile app screenshot

MOBILE APP

More users want instant access on their mobile device.  The Portfolio Pathway Client View app provides just that.  This modern, simple to use app allows users to stay connected to their account information as well as provides your information to them so they can stay connected to you.

CLIENT PORTAL

Your clients can stay connected to their information through our branded client portal. You control what your clients see – Basic reports, Performance, Quarterly statements or even shared documents.

Portfolio Pathway Client Portal screenshot