Many clients’ largest investments live within employer-sponsored retirement accounts. GeoWealth’s partnership with Pontera helps you bring those accounts into your technology stack, delivering visibility, and oversight across more accounts in a client’s household.
A consolidated view of your portfolios
How to get started
Frequently asked questions
What is GeoWealth?
GeoWealth is a turnkey asset management platform (TAMP) specializing in unified managed accounts (UMAs) and model implementation. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Learn more at geowealth.com.
What data does Pontera send to GeoWealth?
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.
Who can I contact with questions?
Reach out to your Pontera or GeoWealth representative. You can also email support@pontera.com or connect@geowealth.com for assistance.
Connect with a Pontera representative
• Explore how to maximize performance reporting and billing workflows with Pontera in Geowealth.
• Optimize operations and expand the scope of your advice by leveraging Pontera’s integration with GeoWealth.
*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.