Testimonials

Testimonials

Login

Contact us

Testimonials

Testimonials

Login

Contact us

Integrations

Pontera fits into your existing tech stack

Pontera seamlessly integrates across the wealthtech landscape so you can streamline your reporting, billing, rebalancing, and more.

Get in touch

Integrations

Filter by

No filter

Orion

Performance Reporting

Billing

Rebalancing

The integration between Pontera and Orion provides Orion users with visibility into clients’ held-away assets, supporting portfolio management, performance reporting, and billing.

In addition, Pontera delivers a dedicated data feed to Orion Eclipse, enabling fund research, investment selection, and the creation of model-based rebalances that incorporate Pontera accounts directly within the platform.

Addepar

Performance Reporting

Billing

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.

AdvicePay

Billing

Our integration with AdvicePay enables advisors to seamlessly bill clients for Pontera-connected accounts using AdvicePay’s secure and compliant billing and payment solutions.

AdvisorEngine

Billing

Performance Reporting

CRM

AdvisorEngine is an open architecture, end-to-end wealth management platform that is approachable, connected and scalable, with a suite of capabilities including Portfolio Management, CRM, Digital Onboarding, Client Portal and Business Intelligence. Our partnership approach is truly distinctive, defined by southern hospitality in a New York minute. AdvisorEngine technology serves advisory firms managing over $500B in assets, with the help of over 30 integration partners, and we are backed by Franklin Templeton, one of the world's largest asset managers.

Advyzon

Performance Reporting

Billing

With Pontera, Advyzon users can extend their platform capabilities to include held-away accounts - enabling performance reporting, billing, and account visibility directly through the client portal and mobile app.

AssetBook

Performance Reporting

Pontera’s direct data feed into AssetBook allows advisors to view, report on, and bill held-away and custodied accounts in one place - creating a unified, streamlined experience.

BNY Pershing

Performance Reporting

Billing

Pontera’s integration with BNY Mellon Pershing applications - including Wove and the Wealth Reporting & Insights platform - enables advisors to seamlessly access, monitor, and report on held-away accounts alongside custodied assets, enhancing visibility and streamlining portfolio management.

BridgeFT

Data Aggregation

BridgeFT is a cloud-native, API-first wealth infrastructure software company that enables financial institutions, FinTech innovators, TAMPs, and registered investment advisors to deliver better, data-driven outcomes for their clients. Our WealthTech-as-a-Service platform, WealthTech API, makes wealth management technology better by accelerating, simplifying, and reducing the cost of app development and maintenance, so our clients can focus on delivering next-generation wealth management applications and unique digital experiences that amplify their differentiators. Leading financial services firms and technology companies trust BridgeFT to power their digital wealth management ecosystems and automate critical back-office operations, seamlessly aligning multi-custodial data aggregation, advanced analytics and reporting, and application services to deliver truly personalized client experiences. For more information, visit bridgeft.com.

Capitect

Performance Reporting

Billing

Capitect integrates with Pontera to enable financial advisors to incorporate held-away assets into performance reporting and billing, providing a more complete view of client portfolios.

Geowealth

Performance Reporting

Billing

By leveraging Pontera’s technology, GeoWealth delivers held-away account data alongside custodied assets - enabling comprehensive performance reporting and billing within a unified platform.

Morningstar

Performance Reporting

Billing

Users of Morningstar Office can integrate with Pontera to access held-away account data, view performance, generate aggregated reports, and manage billing for held-away assets - all within the Morningstar Office platform.

Ndex

Data Aggregation

Pontera’s direct data feed to Ndex enables seamless aggregation and normalization of held-away account data alongside other financial sources - supporting comprehensive reporting, billing, and portfolio analysis.

Orion

Performance Reporting

Billing

Rebalancing

The integration between Pontera and Orion provides Orion users with visibility into clients’ held-away assets, supporting portfolio management, performance reporting, and billing.

Panoramix

Performance Reporting

Billing

Advisors using both Pontera and Panoramix can access held-away account data within Panoramix to deliver performance insights, generate aggregated reports, and manage billing for those accounts.

SEI

Performance Reporting

Billing

Pontera integrates with SEI’s advisor platform via data feed, enabling seamless visibility into held-away accounts. This integration supports performance reporting and facilitates direct advisory fee debiting from SEI custodied accounts

Softek

Supervision/Compliance

Pontera’s direct data feed to Nexus enables advisors to incorporate held-away accounts connected via Pontera into their existing Nexus supervision tools.

SS&C

Performance Reporting

Billing

Data Aggregation

Supervision/Compliance

Pontera transmits held-away account data directly to SS&C Black Diamond Wealth Solutions for performance reporting, billing, and compliance.

StratiFi

Risk & Portfolio Analytics

Pontera has a direct data feed to StratiFi, allowing advisors to incorporate held away accounts connected through Pontera when leveraging StratiFi’s risk and portfolio analytics tools.

Vestmark

Performance Reporting

Billing

Vestmark supports billing, performance reporting, and compliance oversight for financial advisors managing workplace retirement plan accounts via Pontera.

Wealthtechs

Data Aggregation

Pontera’s direct data feed to Wealthtechs enables seamless aggregation and normalization of held-away account data alongside other financial sources - supporting comprehensive reporting, billing, and portfolio analysis.

Integrations

Filter by

No filter

Orion

Performance Reporting

Billing

Rebalancing

The integration between Pontera and Orion provides Orion users with visibility into clients’ held-away assets, supporting portfolio management, performance reporting, and billing.

In addition, Pontera delivers a dedicated data feed to Orion Eclipse, enabling fund research, investment selection, and the creation of model-based rebalances that incorporate Pontera accounts directly within the platform.

Addepar

Performance Reporting

Billing

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.

Performance Reporting

Billing

AdvicePay

Billing

Our integration with AdvicePay enables advisors to seamlessly bill clients for Pontera-connected accounts using AdvicePay’s secure and compliant billing and payment solutions.

Billing

AdvisorEngine

Billing

Performance Reporting

CRM

AdvisorEngine is an open architecture, end-to-end wealth management platform that is approachable, connected and scalable, with a suite of capabilities including Portfolio Management, CRM, Digital Onboarding, Client Portal and Business Intelligence. Our partnership approach is truly distinctive, defined by southern hospitality in a New York minute. AdvisorEngine technology serves advisory firms managing over $500B in assets, with the help of over 30 integration partners, and we are backed by Franklin Templeton, one of the world's largest asset managers.

Billing

Performance Reporting

CRM

Advyzon

Performance Reporting

Billing

With Pontera, Advyzon users can extend their platform capabilities to include held-away accounts - enabling performance reporting, billing, and account visibility directly through the client portal and mobile app.

Performance Reporting

Billing

AssetBook

Performance Reporting

Pontera’s direct data feed into AssetBook allows advisors to view, report on, and bill held-away and custodied accounts in one place - creating a unified, streamlined experience.

Performance Reporting

BNY Pershing

Performance Reporting

Billing

Pontera’s integration with BNY Mellon Pershing applications - including Wove and the Wealth Reporting & Insights platform - enables advisors to seamlessly access, monitor, and report on held-away accounts alongside custodied assets, enhancing visibility and streamlining portfolio management.

Performance Reporting

Billing

BridgeFT

Data Aggregation

BridgeFT is a cloud-native, API-first wealth infrastructure software company that enables financial institutions, FinTech innovators, TAMPs, and registered investment advisors to deliver better, data-driven outcomes for their clients. Our WealthTech-as-a-Service platform, WealthTech API, makes wealth management technology better by accelerating, simplifying, and reducing the cost of app development and maintenance, so our clients can focus on delivering next-generation wealth management applications and unique digital experiences that amplify their differentiators. Leading financial services firms and technology companies trust BridgeFT to power their digital wealth management ecosystems and automate critical back-office operations, seamlessly aligning multi-custodial data aggregation, advanced analytics and reporting, and application services to deliver truly personalized client experiences. For more information, visit bridgeft.com.

Data Aggregation

Capitect

Performance Reporting

Billing

Capitect integrates with Pontera to enable financial advisors to incorporate held-away assets into performance reporting and billing, providing a more complete view of client portfolios.

Performance Reporting

Billing

Geowealth

Performance Reporting

Billing

By leveraging Pontera’s technology, GeoWealth delivers held-away account data alongside custodied assets - enabling comprehensive performance reporting and billing within a unified platform.

Performance Reporting

Billing

Morningstar

Performance Reporting

Billing

Users of Morningstar Office can integrate with Pontera to access held-away account data, view performance, generate aggregated reports, and manage billing for held-away assets - all within the Morningstar Office platform.

Performance Reporting

Billing

Ndex

Data Aggregation

Pontera’s direct data feed to Ndex enables seamless aggregation and normalization of held-away account data alongside other financial sources - supporting comprehensive reporting, billing, and portfolio analysis.

Data Aggregation

Orion

Performance Reporting

Billing

Rebalancing

The integration between Pontera and Orion provides Orion users with visibility into clients’ held-away assets, supporting portfolio management, performance reporting, and billing.

Performance Reporting

Billing

Rebalancing

Panoramix

Performance Reporting

Billing

Advisors using both Pontera and Panoramix can access held-away account data within Panoramix to deliver performance insights, generate aggregated reports, and manage billing for those accounts.

Performance Reporting

Billing

SEI

Performance Reporting

Billing

Pontera integrates with SEI’s advisor platform via data feed, enabling seamless visibility into held-away accounts. This integration supports performance reporting and facilitates direct advisory fee debiting from SEI custodied accounts

Performance Reporting

Billing

Softek

Supervision/Compliance

Pontera’s direct data feed to Nexus enables advisors to incorporate held-away accounts connected via Pontera into their existing Nexus supervision tools.

Supervision/Compliance

SS&C

Performance Reporting

Billing

Data Aggregation

Supervision/Compliance

Pontera transmits held-away account data directly to SS&C Black Diamond Wealth Solutions for performance reporting, billing, and compliance.

Performance Reporting

Billing

Data Aggregation

Supervision/Compliance

StratiFi

Risk & Portfolio Analytics

Pontera has a direct data feed to StratiFi, allowing advisors to incorporate held away accounts connected through Pontera when leveraging StratiFi’s risk and portfolio analytics tools.

Risk & Portfolio Analytics

Vestmark

Performance Reporting

Billing

Vestmark supports billing, performance reporting, and compliance oversight for financial advisors managing workplace retirement plan accounts via Pontera.

Performance Reporting

Billing

Wealthtechs

Data Aggregation

Pontera’s direct data feed to Wealthtechs enables seamless aggregation and normalization of held-away account data alongside other financial sources - supporting comprehensive reporting, billing, and portfolio analysis.

Data Aggregation

Integrations

Filter by

No filter

Orion

Performance Reporting

Billing

Rebalancing

The integration between Pontera and Orion provides Orion users with visibility into clients’ held-away assets, supporting portfolio management, performance reporting, and billing.

In addition, Pontera delivers a dedicated data feed to Orion Eclipse, enabling fund research, investment selection, and the creation of model-based rebalances that incorporate Pontera accounts directly within the platform.

Addepar

Performance Reporting

Billing

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.

Performance Reporting

Billing

AdvicePay

Billing

Our integration with AdvicePay enables advisors to seamlessly bill clients for Pontera-connected accounts using AdvicePay’s secure and compliant billing and payment solutions.

Billing

AdvisorEngine

Billing

Performance Reporting

CRM

AdvisorEngine is an open architecture, end-to-end wealth management platform that is approachable, connected and scalable, with a suite of capabilities including Portfolio Management, CRM, Digital Onboarding, Client Portal and Business Intelligence. Our partnership approach is truly distinctive, defined by southern hospitality in a New York minute. AdvisorEngine technology serves advisory firms managing over $500B in assets, with the help of over 30 integration partners, and we are backed by Franklin Templeton, one of the world's largest asset managers.

Billing

Performance Reporting

CRM

Advyzon

Performance Reporting

Billing

With Pontera, Advyzon users can extend their platform capabilities to include held-away accounts - enabling performance reporting, billing, and account visibility directly through the client portal and mobile app.

Performance Reporting

Billing

AssetBook

Performance Reporting

Pontera’s direct data feed into AssetBook allows advisors to view, report on, and bill held-away and custodied accounts in one place - creating a unified, streamlined experience.

Performance Reporting

BNY Pershing

Performance Reporting

Billing

Pontera’s integration with BNY Mellon Pershing applications - including Wove and the Wealth Reporting & Insights platform - enables advisors to seamlessly access, monitor, and report on held-away accounts alongside custodied assets, enhancing visibility and streamlining portfolio management.

Performance Reporting

Billing

BridgeFT

Data Aggregation

BridgeFT is a cloud-native, API-first wealth infrastructure software company that enables financial institutions, FinTech innovators, TAMPs, and registered investment advisors to deliver better, data-driven outcomes for their clients. Our WealthTech-as-a-Service platform, WealthTech API, makes wealth management technology better by accelerating, simplifying, and reducing the cost of app development and maintenance, so our clients can focus on delivering next-generation wealth management applications and unique digital experiences that amplify their differentiators. Leading financial services firms and technology companies trust BridgeFT to power their digital wealth management ecosystems and automate critical back-office operations, seamlessly aligning multi-custodial data aggregation, advanced analytics and reporting, and application services to deliver truly personalized client experiences. For more information, visit bridgeft.com.

Data Aggregation

Capitect

Performance Reporting

Billing

Capitect integrates with Pontera to enable financial advisors to incorporate held-away assets into performance reporting and billing, providing a more complete view of client portfolios.

Performance Reporting

Billing

Geowealth

Performance Reporting

Billing

By leveraging Pontera’s technology, GeoWealth delivers held-away account data alongside custodied assets - enabling comprehensive performance reporting and billing within a unified platform.

Performance Reporting

Billing

Morningstar

Performance Reporting

Billing

Users of Morningstar Office can integrate with Pontera to access held-away account data, view performance, generate aggregated reports, and manage billing for held-away assets - all within the Morningstar Office platform.

Performance Reporting

Billing

Ndex

Data Aggregation

Pontera’s direct data feed to Ndex enables seamless aggregation and normalization of held-away account data alongside other financial sources - supporting comprehensive reporting, billing, and portfolio analysis.

Data Aggregation

Orion

Performance Reporting

Billing

Rebalancing

The integration between Pontera and Orion provides Orion users with visibility into clients’ held-away assets, supporting portfolio management, performance reporting, and billing.

Performance Reporting

Billing

Rebalancing

Panoramix

Performance Reporting

Billing

Advisors using both Pontera and Panoramix can access held-away account data within Panoramix to deliver performance insights, generate aggregated reports, and manage billing for those accounts.

Performance Reporting

Billing

SEI

Performance Reporting

Billing

Pontera integrates with SEI’s advisor platform via data feed, enabling seamless visibility into held-away accounts. This integration supports performance reporting and facilitates direct advisory fee debiting from SEI custodied accounts

Performance Reporting

Billing

Softek

Supervision/Compliance

Pontera’s direct data feed to Nexus enables advisors to incorporate held-away accounts connected via Pontera into their existing Nexus supervision tools.

Supervision/Compliance

SS&C

Performance Reporting

Billing

Data Aggregation

Supervision/Compliance

Pontera transmits held-away account data directly to SS&C Black Diamond Wealth Solutions for performance reporting, billing, and compliance.

Performance Reporting

Billing

Data Aggregation

Supervision/Compliance

StratiFi

Risk & Portfolio Analytics

Pontera has a direct data feed to StratiFi, allowing advisors to incorporate held away accounts connected through Pontera when leveraging StratiFi’s risk and portfolio analytics tools.

Risk & Portfolio Analytics

Vestmark

Performance Reporting

Billing

Vestmark supports billing, performance reporting, and compliance oversight for financial advisors managing workplace retirement plan accounts via Pontera.

Performance Reporting

Billing

Wealthtechs

Data Aggregation

Pontera’s direct data feed to Wealthtechs enables seamless aggregation and normalization of held-away account data alongside other financial sources - supporting comprehensive reporting, billing, and portfolio analysis.

Data Aggregation

Become a partner

Get in touch to learn about integrations or become a partner.

Become a partner

Get in touch to learn about integrations or become a partner.

Become a partner

Get in touch to learn about integrations or become a partner.

Connect. Manage. Grow.

Product

Log in

How it works

Manage Accounts

Integrations

Security

Solutions

Resources

All Resources

About

Leadership

Policy

Careers

News

History of your rights

Legal

Citations & Data

Terms of Use

Commitment to client protection

Privacy Policy

Privacy preferences

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

Copyright Pontera Solutions Inc. All rights reserved

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.