Your clients accounts data from Portfolio Pathway can be linked into Portfolio Lab. With a linked account, the portfolio data is refreshed automatically every day at 11am EST from Portfolio Pathway, with the previous day's close positions.
Activation
- Contact Portfolio Pathway Service at Service@portfoliopathway.com and ask for the feed to be activated.
- PP Service provides the authorization form and advisor ID associated with the feed
- Contact kwanti at support@kwanti.com and provide the advisor ID
- kwanti confirms activation within one business day
Usage
Select Import->Portfolio Pathway from Portfolio Lab main screen. To link an account:
- Select one or more of the client's accounts from the list of accounts
- Click 'Import'
Data transferred
- Positions
Grouping accounts
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.