Learn more about the GeoWealth & Pontera integration!
This integration will enable RIAs to compliantly and securely trade and manage clients’ held away accounts, including 401(k)s, 403(b)s, HSAs, variable annuities, and more. Pontera’s proprietary technology allows advisors to trade these accounts in a similar manner to custodied accounts.
The partnership was driven by clients requesting that their advisors manage their retirement assets as part of a holistic portfolio. By integrating with Pontera, advisors using GeoWealth have greater insight and control over clients’ investments and can allocate across taxable and tax-deferred accounts more quickly and efficiently. Leveraging Pontera’s technology, GeoWealth provides held away data alongside custodied accounts to incorporate into performance reporting and billing.
Watch the webinar to learn:
To request a demo of the platform, you can fill out this form: schedule a demo.
VP of Enterprise Business Development of Pontera
EVP, Chief Operating Officer