Pathstone’s strides in innovation and automation have been brought to the spotlight in a new cover story by PAM Magazine titled “Pathstone Wants to Build the Family Office of the Future.” The firm’s President, Matt Fleissig, and Executive Managing Director, John Elmes, were interviewed for the story and provided insight into numerous technological advances taken on by the firm, as well as innovative initiatives currently in the works. Among these initiatives are the Pathstone Data Exchange, which is an integrated data management system that adds efficiency during the client onboarding process; a proprietary investment execution platform called Pathstone Portfolio Platform (P-Cubed), which allows for a more streamlined account management resulting in cost savings for the clients; a universal ESG scoring methodology that gives ratings to over 7,500 securities; and the upcoming launch of a brand new Pathstone website. In addition, Matt Fleissig revealed that finding ways to utilize artificial intelligence is a potential next step in the firm’s innovation efforts.
Download the PDF to read the full article. —>
DISCLOSURE:
The content of this article has been created by an independent third party not endorsed by Pathstone. The opinions of the employees referenced are their own and may not reflect the views of Pathstone or its senior management. Nothing in this article should be construed as a guarantee of performance. Fee reductions referenced in this article are unique to each client and are not guaranteed.
