Bring held-away accounts into Addepar
Pontera’s daily data feed powers performance reporting and automated billing for held-away assets directly inside Addepar.
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.
Accurate and timely information
Make informed decisions that enhance client experience and optimize financial outcomes with updated and reliable data synced daily.
Purpose-built features
How to get started
1. Connect with a representative
Request the Addepar data feed from your Pontera representative and sign the Data Rider to authorize data transmission.
2. Feed setup
Pontera and Addepar establish the data feed in the background.
3. Connect client accounts
Clients connect their held-away accounts to Pontera.
4. Data sync to Addepar
Within about one week of account connection, balances, positions, transactions, securities, and pricing data begin flowing into Addepar.
5. Manage, report, & bill
Advisors review and manage accounts in Pontera, then run performance reporting and automated billing in Addepar.