Pontera Announces Integration with SS&C’s Advent Custodial Data® Network to Help Advisors Manage Clients’ Retirement Assets
Retrieved on:
Thursday, April 28, 2022
Pontera , the fintech company that enables financial advisors to trade and manage retirement assets in a secure and compliant manner, today announced an integration with SS&Cs Advent Custodial Data network .
Key Points:
- Pontera , the fintech company that enables financial advisors to trade and manage retirement assets in a secure and compliant manner, today announced an integration with SS&Cs Advent Custodial Data network .
- The technology integration provides held away account data for firms using SS&Cs advisory solutions.
- The integration with SS&C marks another successful technology partnership for Pontera, following several other announcements in the past 12 months.
- The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes.