Lion Street’s wealth managers will now be able to analyze held away account fund lineups, review historical performance and fees, and rebalance accounts using Pontera’s client-permissioned, SOC 2-certified platform.
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Lion Street, a national broker-dealer with more than $18 billion in assets under administration, will use Pontera to analyze held-away account fund lineups, review historical performance and fees, and proactively rebalance accounts to create better client outcomes.
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AssetBook is partnering with Pontera to help financial advisors manage their client’s full portfolio, now enabling them to view, monitor, report and bill on held-away assets in AssetBook’s Pulse Platform.
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Marwa Zakharia, Chief Executive Officer at AssetBook said “Partnering with Pontera... strengthens our advisors’ ability to customize a holistic financial plan and help clients achieve their retirement goals.”
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Sanctuary Wealth, announced today it has formed a partnership with financial technology company Pontera that enables Sanctuary Wealth advisors to manage, trade, and bill on held-away accounts, including 401(k)s and 403(b)s.
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Sanctuary Wealth, with partner firms in 28 states and $25Bn in AUM, has partnered with Pontera to provide another "arrow in the quiver" for their advisors to deliver better client retirement outcomes.
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