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Capitect announced that it has integrated with Pontera to enable financial advisors who use the company’s platform to include held away assets in reporting, billing, and rebalancing. Pontera enables advisors to trade, manage and monitor retirement and held away accounts so that they can help their clients reach a better retirement. Now advisors who use both platforms will be able to view data on these assets inside Capitect to build performance and asset allocation reports as part of holistic planning, applying their advice and strategies to retirement accounts.

Pontera's Dave Goldman joined Craig Iskowitz to talk about the benefits of advisor management of retirement accounts and other held away assets, including a focus on the cybersecurity threats that Pontera can help alleviate.

Pontera announced an integration with SS&C’s Advent Custodial Data^® network. The technology integration provides held away account data for firms using SS&C’s advisory solutions. Users can view, report, supervise, and bill on 401(k), 403(b), and other held away accounts managed on Pontera’s platform through SS&C’s Advent Custodial Data® Network, including the Black Diamond^® Wealth Platform, Axys, Advent Portfolio Exchange (APX), and Geneva.

Effective immediately, users of the Morningstar Office and Pontera platforms will now be able to view data on 401(k)s, 403(b)s, HSAs, and more in Morningstar Office to show performance, aggregate reports and even bill on held away accounts.

SageView Advisory Group and financial technology company Pontera have partnered on a platform to enable advisers to manage and trade clients’ retirement accounts. The platform passed rigorous cybersecurity quality controls that assess the risks associated with outsourced software solutions that store customer data online, according to the companies.

FeeX announced that it has raised $80 million across three recent funding rounds and changed its name to Pontera. Pontera comes from the Latin “pont,” meaning “bridge,” and reflects the company’s aspirations to create the bridge between individuals and a better retirement..

FeeX announced a technology integration and partnership with Advyzon, an all-in-one cloud-based financial advisory technology platform. Bringing together the two platforms will further streamline management for financial advisors, allowing them to focus on delivering maximum value to their clients...

Carson Group has partnered with FeeX to give Carson's network of advisors the ability to fully manage their clients' retirement plans. The technology ensures all investment decisions fit into their clients' holistic financial plans by allowing advisors to manage and trade retirement assets alongside other accounts.

Dynamic Advisor Solutions has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. The service gives advisors visibility into their clients' held-away holdings and available investments. Advisors can execute a sell, buy or exchange order on behalf of their clients, opening avenues of opportunity to add value and improve financial outcomes for their clients.

Panoramix announced a technology integration with FeeX to allow advisors to trade, manage, and bill on held away accounts through a single platform without triggering custody. This new data feed between the platforms provides users with visibility into held-away assets, enabling users to easily integrate those into household performance reports.

A new data feed between Orion and FeeX gives Orion users visibility into the held-away assets managed through the FeeX platform, granting advisors a more complete picture of an investor’s financial landscape, and enabling a more coordinated asset management strategy.