Pontera and AssetBook Announce Integration to Help Advisors Comprehensively Manage the Retirement Saver’s Full Portfolio

AssetBook today announced its partnership with fintech company Pontera to help financial advisors holistically manage their client’s full portfolio. Pontera enables advisors to employ cohesive rebalancing and tax strategies across their 401(k)s, 403(b)s and more. Now with this integration, advisors will be able to view, monitor, report and bill on held-away assets in AssetBook’s Pulse Platform to ultimately deliver better client experiences and financial outcomes.