Browsing Tag
held-away accounts
10 posts
New Future Capital Partnership Targets Held-Away 401(k) Assets
Deal with SS&C's Black Diamond Wealth Platform integrates customized 401(k) solution for Registered Investment Advisors
November 13, 2024
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
June 21, 2024
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
August 23, 2023
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
July 20, 2023
ProNvest Rebrands as ‘Future Capital’
WealthTech provider facilitates advisor access to DC plan participant external assets
June 21, 2023
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
March 28, 2023
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
February 28, 2023
‘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
September 7, 2022
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
June 9, 2022
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
December 14, 2021