Pontera and AssetBook Announce Integration to Help Advisors Comprehensively Manage the Retirement Saver’s Full Portfolio
Advisors using AssetBook’s portfolio management software will now be able to monitor and report on 401(k), 403(b) and other held-away accounts NEW YORK–(BUSINESS WIRE)–#401k—AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced its partnership with fintech company Pontera to help financial advisors holistically manage their client’s full portfolio. Pontera enables advisors to employ cohesive […]