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Pontera (formerly FeeX)

Held Away Accounts | https://www.pontera.com/

Pontera (formerly FeeX)

Pontera helps advisors build their clients' wealth by enabling them to trade and manage held away accounts, including 401(k)s and 403(b)s, as part of their overall portfolio. The platform allows advisors to bring retirement assets and other held away assets into the holistic plan for their clients, without triggering custody.

Data into Capitect

  • Accounts
  • Daily balances
  • Daily positions
  • Daily transactions

Data from Capitect

None

Instructions

  1. Please reach out to Capitect support at service@capitect.com.