Learn more about the GeoWealth & Pontera integration!


Managing Held Away Accounts with GeoWealth and Pontera



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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