Bring held-away accounts into Addepar
Pontera’s daily data feed powers performance reporting and automated billing for held-away assets directly inside Addepar.
New to Addepar? Learn more about the platform.
The Pontera + Addepar integration was purpose-built to remove data gaps and operational friction that limit holistic advice.
With data delivered directly into Addepar, advisors can bill, report, and conduct analysis on held-away accounts alongside managed assets—all in one platform.
Build client confidence and deepen trust
Enhanced productivity and efficiency
Reduce time spent on administrative tasks with seamless reporting and billing of employer-sponsored accounts in a single platform, allowing you to focus more time on client needs.
Purpose-built features
How to get started
Frequently asked questions
What data does Pontera send to Addepar?
Pontera delivers daily data files via SFTP to support performance reporting and billing for held-away accounts. Files include account balances, positions, transactions, securities, and pricing. Non-managed accounts are not included.
When is data sent?
Data is sent four times per day, at 7am, 12pm, 4pm, and 6pm ET, reflecting the previous business day’s balances.
Who can I contact with questions?
Reach out to your Pontera or Addepar representative. You can also email support@pontera.com or data-onboarding@addepar.com for assistance.
Connect with a representative
Explore how to maximize performance reporting and billing workflows with Pontera in Addepar.
Optimize operations and expand the scope of your advice by leveraging Pontera’s integration with Addepar.
Streamline reporting and billing for employer-sponsored accounts in one platform.
Use daily data syncs to make smarter decisions that enhance client outcomes.
Deliver consistent, holistic advice across every client account—including retirement assets.