Add SignatureFD to Pontera’s growing list of partnerships.
SignatureFD, an Atlanta-based wealth management firm with $6 billion in total assets under management, announced today that it would add Pontera's technology, which lets advisors manage assets in held-away accounts, to its suite of technology. SignatureFD oversees $550 million in outside assets.
SignatureFD says the Pontera technology will “unlock further scale, efficiency, and capability in held-away account management” that will allow them to help even more clients transform their net worth into their Net Worthwhile offering.
“Having the right technology in place ensures our team members can focus on what’s most important, serving our clients well,” said Laura Hubbell, SignatureFD’s chief information officer in a statement. “The Pontera platform gives us the functionality, compliance, and security we need, freeing up more time to focus on helping our clients on their path to Net Worthwhile.”
Pontera’s alliance with SignatureFD is the latest in a string of deals designed by Pontera to give financial advisors the ability to manage client assets in held-away accounts. The New York City-based fintech has also built several integrations with TAMPS and fintech providers in the past year, including GeoWealth, Wealthcare and Morningstar Office.
Pontera’s technology lets advisors trade in held-away accounts in a secure and compliant fashion, while integrations with portfolio accounting systems let advisors run performance reporting, analytics and surveillance on these accounts in the same way they would custodied accounts.
“We’re inspired by SignatureFD’s commitment to integrated outside (or held away) account management as a key component of comprehensive wealth solutions for their clients,” said David Goldman, chief business officer at Pontera in a statement. “The team at SignatureFD has already built impressive operations, and we are looking forward to supporting their plans to serve thousands of households.”
Raymond James also lured another ex-Edward Jones advisor in South Carolina, while LPL welcomed a mother-and-son team from Edward Jones and Thrivent.
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Wealth management unit sees inflows of $23 billion.
Deal will give US investment bank a foothold in lucrative European market.
New report examines the impact that the initiative has had on philanthropy.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
