Pontera in the news

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  • Press Coverage

02 / 03 / 2023

Fintech Bytes: Pontera Integrates with Envestnet
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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  • Press Coverage

02 / 02 / 2023

Wealthtech Weekly: Pontera lands Envestnet integration
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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