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Dynasty Financial Partners Forms Partnership with Pontera to Improve Client Retirement Outcomes


Author: Funds Society, Miami

  1. Historically, however, financial advisors have struggled to help clients with these accounts as they are typically held off wealth management advisory platforms (or “held away”)
  2. Pontera’s data integrations into portfolio accounting systems means that wealth managers can also run performance reporting, portfolio analytics, and trade surveillance, enabling advisors to provide clients with the same level of service on held away accounts as custodied accounts