Tag : Pontera

Pontera, Snowden Lane Partners Announce Integration Partnership to Leverage 401(k) Management Technology
Finance Fintech News

Pontera, Snowden Lane Partners Announce Integration Partnership to Leverage 401(k) Management Technology

PR Newswire
by PR Newswire0
Snowden Lane Partners’ financial advisors can now manage clients’ held-away accounts in a unified system Pontera, the fintech company empowering retirement savers to receive financial advice from their trusted financial advisors, and Snowden Lane Partners (“Snowden Lane“), an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a......
Pontera and BridgeFT Announce Integration to Enhance Wealth Management Capabilities
Finance Fintech News

Pontera and BridgeFT Announce Integration to Enhance Wealth Management Capabilities

PR Newswire
by PR Newswire0
Partnership will strengthen financial advisors’ ability to support clients with holistic view of financial accounts Pontera, the fintech company enabling financial advisors to securely manage workplace retirement plan assets for participants, and BridgeFT, a cloud-native, API-first wealth infrastructure software company, announced today a new integration that enables financial advisors to view......
Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
1