Dave: “Data can sometimes be tricky. Part of our job is to automate those tough situations where the data is just not there, or is inconsistent and try to normalize it on an automated basis..”
Another challenge is scaling the system while providing the same experience to customers:
Ryan: “We’re a cloud-based solution. Behind the scenes, though, what we’d like to provide is a more distributed methodology to allow our system to scale horizontally as our clients grow.”
Takeaways
Portfolio Pathway is a financial-management platform that aims to gather all the necessary functionality in one place. Another great advantage is its ability to run data-intensive operations and work with top asset managers. The company’s consistent growth attests to the fact that the company chose the right strategy and that there is a demand for such solutions. Thus, there are considerable reasons to pay attention to Portfolio Pathway’s platform.
Interviewed by Vasyl Soloshchuk, CEO and co-owner at INSART, FinTech & Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune and Startup Robo-advisor and Wealth Management companies in terms of the technology ecosystem.