We have partnered with the fintech retirement solution Pontera (previously known as FeeX) to give us the ability to manage our clients' retirement plans fully.
Using the Pontera platform, we'll be able to report on, trade, and actively manage our clients' held away accounts, including 401(k)s, 403(b)s, and others, in a safe and compliant way without triggering custody. The platform ensures all investment decisions fit into our clients' holistic financial plans by allowing advisors to manage and trade retirement assets alongside other accounts. The technology will enable advisors to reallocate client retirement portfolios rather than consulting with their clients and relying on them to make adjustments themselves.
Pontera is a Fintech company that is revolutionizing wealth management through its platform designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Pontera is headquartered in New York City and was founded in September 2012 by Yoav Zurel, David Weisz, Eyal Halahhi, and Uri Levine.