SageView partners with Pontera to help advisers manage held-away accounts
Pontera, formerly known as FeeX, allows advisers to work with client accounts that are held away from the firm, like 401(k)s.
Pontera, a fintech formerly known as FeeX, said that it’s partnering with SageView Advisory Group, an RIA with $175 billion in assets, to help the firm’s advisers manage clients’ held-away retirement accounts.
Pontera's service lets advisers allocate assets in client accounts that they don�
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