The data feed between Pontera and Orion gives Orion users visibility into client held away assets for management, reporting, and billing.
Pontera integrates directly with other technology platforms to provide seamless account management
With Pontera, Advyzon users can extend current performance reporting capabilities to view and report on held away assets through both the client portal & mobile app.
Users of Morningstar Office can connect Pontera to view held away account data, show performance, aggregate reports and even bill on held away accounts.
Advisors can view, report, supervise, and bill on 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.
Advisors using both platforms can see held away data in Panoramix to show performance and aggregated reports, while also billing on those accounts.
Capitect integrates with Pontera to enable financial advisors to include held away assets in reporting, billing, and rebalancing.
Leveraging Pontera’s technology, GeoWealth provides held away data alongside custodied accounts to incorporate into performance reporting and billing.
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