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May 18, 2022

Capitect Announces Integration with Pontera

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. Advisors who use both platforms can 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.

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