AssetBook is partnering with fintech company Pontera to help financial advisors manage their client’s full portfolio, now allowing them to view, monitor, report and bill on held-away assets in AssetBook’s Pulse Platform.
Pontera enables advisors to provide rebalancing and tax strategies across 401(k)s, 403(b)s, and more, and integrates with portfolio reporting and billing solutions.
“It is not uncommon for an American household to have more than half of their assets in retirement accounts, but the reality is many 401(k) and 403(b) holders may not know that professional advice on these accounts is an option,” said David Goldman, chief business officer at Pontera. “That’s why it’s important for Pontera to partner with companies like AssetBook to help advisors incorporate qualified retirement account management into sound rebalancing strategies and everyday operations for the benefit of their clients.”
“There is a tremendous advantage in being able to provide advisors with access to a comprehensive view of the entirety of their clients’ wealth,” added Marwa Zakharia, chief executive officer at AssetBook. “Partnering with Pontera allows us to do just that. The addition of professional held-away asset management to AssetBook’s growing tech stack strengthens our advisors’ ability to customize a holistic financial plan and help clients achieve their retirement goals.”
AssetBook was founded in 2011 and provides customizable solutions for portfolio management and reporting, with its Pulse by AssetBook platform designed to deliver reporting. AssetBook’s integration partners and independent solutions include Andes Wealth Technologies, intelliflo redblack, Wealthbox, MoneyGuidePro and more.
This marks the third partnership Pontera has announced since the start of the year. Last month, the company revealed two collaborations—one with Sanctuary Wealth Partners on held-away accounts support, and the other with Envestment’s financial wellness ecosystem.
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