Pontera Description:
Pontera enables financial advisors to manage, rebalance, and
report on assets in held-away accounts, including 401(k)s, 403(b)s, TSPs, and
more. The platform is designed to work across many retirement account types and
seamlessly integrates with existing portfolio management tools to help advisors
improve their clients' financial outcomes. Founded in 2012, Pontera is
headquartered in New York City.
Pontera has a direct feed with BillFin so that held-away accounts
managed through Pontera are reflected and billed through BillFin.
How to Establish the Data Feed:
The below walks users of Pontera and BillFin through the process
of activating the data feed for the purposes of billing on held-away accounts.
- Email Support@pontera.com and your Pontera Partner
Engagement Manager to request the data feed.
- Provide the following
information about your firm:
- Sign Pontera’s Data Rider
Pontera and BillFin will coordinate to set up the data feed and
notify you when accounts are reflected in BillFin. From that point forward,
Pontera will send daily files to BillFin with your clients’ held-away account
data. If there are any issues with the data, please contact Support@pontera.com or support@billfin.com.
If you are not an existing Pontera user and are interested in
learning more about managing your clients’ held-away accounts, reach out to Partnerships@pontera.com for more
information.