Pontera and AdvisorEngine Integration to Streamline Holistic 401(k) Management Capabilities for Advisory Firms | PR Newswire [Video]

New partnership gives advisors greater visibility into clients’ retirement accounts for better informed, comprehensive portfolio guidance

, /PRNewswire/ — Pontera, the fintech company helping retirement savers receive professional 401(k) guidance from their trusted financial advisor, and AdvisorEngine^®, the financial experience company, have announced a partnership to streamline expert retirement plan asset management.

The integration provides financial advisors more clarity into clients’ workplace retirement savings plans.

Through this integration, advisors using Pontera and the AdvisorEngine Wealth Platform, including AdvisorEngine CRM^®, can offer investment management, performance reporting and billing across clients’ entire portfolios, including 401(k)s, 403(b)s and other workplace retirement plan accounts. Advisors using both solutions can analyze and rebalance plan holdings as part of an end-to-end, personalized financial plan that better addresses their clients’ needs.

AdvisorEngine is building the future of financial advice through powerful and intuitive technology for advisors that’s connected, approachable and scalable. Its innovative wealth management platform helps …