Clark Capital Management selects Portfolio Pathway RebalX platform
Feb 21, 2013 (Datamonitor via COMTEX) --
Clark Capital Management Group, a family- and employee-owned investment advisory firm, has selected the Portfolio Pathway RebalX platform for portfolio model management, rebalancing and trade order management needs.
Colene Bittone, COO of Clark Capital, said: "Portfolio Pathway has been a great partner servicing our performance reporting, billing and workflow needs."
Steve Grant, CFO added: "Considering the great job they have done on the reporting side, it was an easy decision to select them for our rebalancing and trade execution needs as well. Their solution will not only streamline our process, it consolidates multiple systems saving us real money."
Dave Miller, CEO of Portfolio Pathway, said: "Clark Capital continues to grow at a significant pace. We are pleased they continue to show their confidence in our technology and service."
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