Learn more about the GeoWealth & Pontera integration!
Managing Held Away Accounts with GeoWealth and Pontera
Request Webinar Replay
Adding more value to your firm and your clients.
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:
- More about the opportunity for both you and your clients in managing held away accounts.
- How Pontera facilitates the management of 401(k)s, 403(b)s, and more.
- How Pontera integrates with GeoWealth and the features available to users of both platforms.
To request a demo of the platform, you can fill out this form: schedule a demo.
Webinar Hosted By:
Peter Nolan
VP of Enterprise Business Development of Pontera
Jack Hannah
EVP, Chief Operating Officer
of GeoWealth
About Pontera:
Pontera (formerly FeeX) is a Fintech company on a mission to be the bridge to a better retirement for millions of Americans by enabling financial advisors to manage, trade and report on their clients' held away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012 as FeeX, Pontera is headquartered in New York City. Learn more at Pontera.com.
About GeoWealth:
GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Founded in 2010, GeoWealth is headquartered in Chicago, IL. Visit us at geowealth.com and follow us on LinkedIn.