Advyzon + Pontera
Please refer Advyzon users to Pontera using this form.
Integration benefits
Pontera enables financial advisors to securely see, trade, bill, and report on 401(k) and other held away accounts without taking custody. Pontera integrates directly with Advyzon to provide advisors with a holistic portfolio management experience from performance reporting to billing. Within their Advyzon interface, advisors can:
View data on accounts held away from their custodian
Run performance reports combining held away accounts with custodied accounts
Bill on the management of held away accounts
Integration benefits
Pontera enables financial advisors to securely see, trade, bill, and report on 401(k) and other held away accounts without taking custody. Pontera integrates directly with Advyzon to provide advisors with a holistic portfolio management experience from performance reporting to billing. Within their Advyzon interface, advisors can:
View data on accounts held away from their custodian
Run performance reports combining held away accounts with custodied accounts
Bill on the management of held away accounts
Integration benefits
Pontera enables financial advisors to securely see, trade, bill, and report on 401(k) and other held away accounts without taking custody. Pontera integrates directly with Advyzon to provide advisors with a holistic portfolio management experience from performance reporting to billing. Within their Advyzon interface, advisors can:
View data on accounts held away from their custodian
Run performance reports combining held away accounts with custodied accounts
Bill on the management of held away accounts