Pontera Adds Integrations with Envestnet and AssetBook to Enable Direct Trading in 401(k) Accounts

Every so often a new tech solution comes along that makes you say, “why did no one think of this before?!” This what I said to myself when I first heard of Pontera and their technology enabling advisors to trade directly in 401(k) and other retirement accounts. It has revolutionized how advisors interact with assets […]