Portfolio Pathway is still a work in progress, but it does have its attractions. Because some of its features do not show up in the advisor interface, the application is uncluttered and relatively easy to master for a system of this type. The small firm/start-up pricing is very attractive for those advisories that don't need all the sophisticated features offered by Advent APX or Black Diamond's BlueSky. Portfolio Pathway also looks attractive for some broker-dealers and turnkey asset management programs, particularly those that do business with Pershing.
If you have a sophisticated RIA firm accustomed to a high-end Web package, Portfolio Pathway will not interest you quite yet, but many advisors will find the combination of functionality and value appealing.