Envestnet has brought Pontera into its financial wellness ecosystem. Advisors can plan, review and bill on employer-sponsored retirement accounts within the Tamarac platform. The Envestnet integration is another step in Pontera’s quick rise.
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With the new integration, advisors can plan, review and bill on employer-sponsored accounts in applications within the Envestnet | Tamarac platform. Advisors will also be able to incorporate clients’ retirement savings account balances into holistic views of their entire financial lives.
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Pontera, the 401(k) fintech platform that enables financial advisors to trade and manage 401(k), 403(b), and other held-away retirement accounts, can now plan, review, and bill on employer-sponsored accounts in applications within the Envestnet | Tamarac platform.
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This week, the firm is celebrating being integrated into Envestnet's financial wellness ecosystem. With this integration, advisors and financial professionals can plan, review and bill on employer-sponsored accounts in applications within the popular Envestnet|Tamarac platform.
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Through the Envestnet | Tamarac integration, both Envestnet and Tamarac users (that are also clients of Pontera) will be able to run householding and performance reporting across both custodied and held-away accounts.
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Pontera, which runs a technology platform that enables financial advisers to trade and manage retirement plans, is partnering with registered investment advisory Envestnet to provide its solution into the company’s financial wellness solution.
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