Pontera Announces Integration with Envestnet, Incorporating Its 401(k) Management Capabilities Into Envestnet’s Ecosystem
Advisors on the Envestnet |Tamarac platform can manage 401(k), 403(b) and other retirement savings accounts to present aggregated portfolio performance NEW YORK–(BUSINESS WIRE)–#401k—Pontera, the technology platform that enables financial advisors to trade and manage 401(k), 403(b), and other held-away retirement accounts, today announced that Envestnet has integrated its solution into its financial wellness ecosystem. With […]