A more connected AdvisorEngine experience
AdvisorEngine has earned a strong reputation for helping advisory firms deliver exceptional client service through technology that supports the full client lifecycle. Pontera extends that experience to workplace retirement accounts, creating a more complete view of the household across reporting, billing, and portfolio management.
Elevate your AdvisorEngine workflows
How to get started
Frequently asked questions
What data does Pontera send to AdvisorEngine?
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 daily at 7am Eastern Time.
Who can I contact with questions?
Reach out to your Pontera or AdvisorEngine representative. You can also email support@pontera.com or support@advisorengine.com for assistance.
Connect with a Pontera representative
Optimize operations and expand the scope of your advice by leveraging Pontera’s integration with AdvisorEngine.
*Pontera is not a securities exchange, broker-dealer, or alternative trading system under the Securities Exchange Act of 1934, nor a registered investment adviser under the Investment Advisers Act of 1940. “Orders” refer solely to user-directed instructions.