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Pontera Now Offers Access to Envestnet's BillFin Solution to Streamline 401(k) Account Billing for Financial Advisors

Pontera Now Offers Access to Envestnet's BillFin Solution to Streamline 401(k) Account Billing for Financial Advisors

Pontera現在提供對envestnet的BillFin解決方案的訪問,以簡化財務顧問的401(k)帳戶計費
PR Newswire ·  11/04 22:02

Integration with hosted RIA billing solution to help advisors more efficiently collect payment for managing workplace retirement accounts

與託管的 RIA 賬單解決方案集成,幫助顧問更有效地收取管理工作場所退休帳戶的款項

NEW YORK, Nov. 4, 2024 /PRNewswire/ -- Pontera, the fintech company helping retirement savers receive 401(k) account management from their financial advisor, has announced the availability of Envestnet's BillFin solution through an integration to make 401(k) account billing more efficient and seamless for financial advisors.

紐約,2024年11月4日 /PRNewswire/ — 幫助退休儲蓄者從財務顧問那裏獲得401(k)個帳戶管理的金融科技公司Pontera宣佈通過整合推出Envestnet的BillFin解決方案,該解決方案旨在提高財務顧問401(k)帳戶計費的效率和順暢性。

BillFin is a flexible and easy-to-use billing solution that has modernized how advisors and planners bill their clients by enabling advisors to calculate fees, create invoices, and calculate payouts for fee splitting. The platform offers flexible billing setup, standardized billing templates, an intuitive user experience and more. With this integration, advisors who use Pontera to manage their clients' 401(k) accounts can offer more efficient billing.

BillFin是一種靈活且易於使用的計費解決方案,它使顧問能夠計算費用、創建發票和計算費用分割的支出,從而實現了顧問和規劃師向客戶開具賬單的現代化方式。該平台提供靈活的賬單設置、標準化的賬單模板、直觀的用戶體驗等。通過這種集成,使用Pontera管理客戶401(k)帳戶的顧問可以提供更有效的計費。

"By adding BillFin capabilities, we're empowering financial advisors to deliver even greater value and a more comprehensive wealth management service to their clients," said David Goldman, Chief Business Officer, Pontera. "Pontera's growing technology partner community enables us to meet advisors where they live by linking our secure 401(k) management platform with the technology tools they're already using, helping them deliver the best possible client experience."

他說:「通過增加BillFin功能,我們使財務顧問能夠爲客戶提供更大的價值和更全面的财富管理服務。」 Pontera 首席商務官大衛·戈德曼。「Pontera不斷壯大的技術合作夥伴社區使我們能夠通過將我們的安全401(k)管理平台與他們已經使用的技術工具聯繫起來,與他們居住的地方會面,幫助他們提供最佳的客戶體驗。」

More than 74% of Americans would like professional help managing their workplace retirement accounts, according to the Pontera 401(k) Literacy Survey, which polled more than 2,000 U.S. plan participants, half of whom also work with a financial advisor. The study found advised participants are more knowledgeable, more confident about their future in retirement and contribute more to their accounts. .

據統計,超過74%的美國人希望獲得專業的幫助來管理他們的工作場所退休帳戶 Pontera 401 (k) 識字率調查,該調查了2,000多名美國計劃參與者,其中一半還與財務顧問合作。該研究發現,被建議的參與者知識更豐富,對退休後的未來更有信心,並且可以向帳戶繳納更多款項。

Pontera enables retirement savers to get personalized 401(k) management from their trusted advisor, who can employ personalized rebalancing and tax strategies across all of their clients' financial holdings. Pontera integrates directly with more than a dozen leading advisor technology solutions to facilitate seamless account management.

Pontera使退休儲蓄者能夠從其值得信賴的顧問那裏獲得個性化的401(k)管理,該顧問可以對客戶的所有金融資產採用個性化的再平衡和稅收策略。蓬特拉 整合 直接使用十幾種領先的顧問技術解決方案,促進無縫的帳戶管理。

The client-authorized Pontera platform delivers industry leading data security certified under SOC 2 Type II and ISO 27001 standards. Pontera prohibits advisors from gaining access to clients' login credentials and retirement plan providers' websites. Advisors using the platform cannot order disbursements, make transfers, change beneficiaries or contributions. Learn more about Pontera's commitment to client protection at pontera.com/client-protection.

客戶授權的 Pontera 平台提供業界領先的數據安全認證 SOC 2 II 類和 ISO 27001 標準。Pontera禁止顧問訪問客戶的登錄憑證和退休計劃提供商的網站。使用該平台的顧問無法下令付款、進行轉賬、更改受益人或供款。要詳細了解 Pontera 對客戶保護的承諾,請訪問 pontera.com/Client-protection

Upcoming Webinar

即將舉行的網絡研討會

Financial advisors are invited to attend a webinar on November 14, 2024, that will explore how Pontera's partnership with BillFin can help to streamline and facilitate 401(k) account billing. To register, please click here.

財務顧問應邀參加2024年11月14日的網絡研討會,該網絡研討會將探討Pontera與BillFin的合作如何幫助簡化和促進401(k)帳戶計費。要註冊, 請點擊這裏

About Pontera

關於 Pontera

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. Our secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors deliver comprehensive investment management and improve financial outcomes. Founded in 2012, Pontera is headquartered in New York, N.Y. Learn more at and follow us on LinkedIn, X and Facebook.

Pontera是一家金融科技公司,其使命是讓他們的財務顧問能夠管理、平衡和報告客戶在401(k)、403(b)和其他工作場所贊助的帳戶中的資產,從而幫助數百萬美國人更好地退休。我們的安全、專門構建的平台與顧問的投資組合管理工具無縫集成,旨在支持多種帳戶類型,幫助顧問提供全面的投資管理和改善財務業績。Pontera 成立於 2012 年,總部位於紐約州紐約。要了解更多信息,請訪問 然後關注我們 領英XFacebook

Pontera and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm.

Pontera和Envestnet是獨立的獨立公司。本材料不應被解釋爲對任何特定產品、服務、個人或公司的推薦或認可。

SOURCE Pontera

來源 Pontera

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