Browsing Tag
held-away accounts
9 posts
Future Capital Enters Held-Away 401(k) Assets Market with New Digital Solution
All-in-one tool “Constuct” enables advisors to directly manage workplace retirement plan assets
Summit Financial is Latest Strategic Partner for Pontera
Deal provides Summit advisors with access to Pontera platform to comprehensively and transparently manage 401(k), 403(b) and other retirement accounts
Founders Financial, Pontera Partner to Help Advisors Manage Held-Away 401(k)s
Strategic partnership enables Founders advisors to manage held-away accounts using Pontera
ProNvest Rebrands as ‘Future Capital’
WealthTech provider facilitates advisor access to DC plan participant external assets
Pontera Brings 401(k) Management Support to Lion Street
Lion Street’s wealth managers will be able to analyze held-away account fund lineups, review performance and fees, and rebalance accounts with Pontera’s support
Sanctuary Wealth Partners with Pontera for Held-Away Accounts Support
Partnership enables Sanctuary’s network of advisors to manage 401(k), 403(b), and other held away retirement assets
‘Corporate Retirement Portal’ Debuts from Morgan Stanley at Work
Firm says new tool provides a consolidated view of workplace retirement plan accounts while improving recordkeeper, plan sponsor and participant experiences
Pontera, RFG Advisory Partner on Held-Away Accounts (Like 401ks)
RIA firm RFG Advisory partners with Pontera to securely and compliantly manage clients’ held away accounts, including 401ks and 403bs
New Partnership Helps Advisors Manage ‘Held-Away’ 401ks
Coastal Investment Advisors adds FeeX tech to facilitate management of clients’ 401ks, 403bs and other held-away client retirement assets