November 21, 2022

Great Valley Advisor Group Selects Pontera to Provide Tailored Retirement Solutions to Advisors

The integration with Pontera is part of GVA’s commitment to providing top resources to improve the overall experience of their clients. GVA’s advisors can leverage the Pontera platform to gain a more complete picture of their clients’ financial well-being and can securely manage, view, report, supervise and bill on retirement and other held away accounts.

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