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Data from accounts managed in Pontera is directly fed to Envestnet, and is reflected in their applications including Tamarac and ENV2. 

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Users of Morningstar Office can connect Pontera to view held away account data, show performance, aggregate reports and bill on held away accounts.

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The data feed between Pontera and Orion gives Orion users visibility into client held away assets for management, reporting, and billing.

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Addepar users can receive data from Pontera to allow them to easily see their clients' held away accounts alongside custodied accounts.

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Advisors can see held away accounts in SS&C’s Advent Custodial Data Network, including the Black Diamond Wealth Platform, Axys, and more.

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Our integration with AdvicePay allows advisors to utilize their billing and payment solutions to seamlessly bill their clients for Pontera accounts.

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Capitect integrates with Pontera to enable financial advisors to include held away assets in reporting, billing, and rebalancing.

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With Pontera, Advyzon users can extend performance reporting capabilities to view and report on held away assets through the client portal & mobile app.

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Leveraging Pontera’s technology, GeoWealth provides held away data alongside custodied accounts for performance reporting and billing.

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Pontera has a direct data feed into AssetBook, enabling advisors and clients to see all of their managed assets in one centralized place.

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Advisors using both platforms can see held away data in Panoramix to show performance and aggregated reports, while also billing on those accounts.

Join the Pontera ecosystem