GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platform
Pontera securely ports data into GeoWealth from clients’ held away accounts, including 401(k)s, 403(b)s and HSAs, allowing RIAs to improve client retirement outcomes CHICAGO & NEW YORK–(BUSINESS WIRE)–#401k—GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, today announced an integration with financial technology company Pontera. This integration will enable RIAs to maintain compliance […]