External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
Platform letting advisors securely manage clients' held-away 401(k) and retirement accounts.
Description
Pontera, formerly FeeX, lets financial advisors securely manage and trade clients' held-away retirement accounts such as 401(k)s and 403(b)s, extending advice and reporting to assets outside custody.
Integrations
Pontera (FeeX) has 13 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine CRM Level 3
- Advisor Touch Level 2
- Advyzon Level 3
- Andes Wealth Level 3
- Capitect Level 3
- Jump Level 1
- MyRepChat Level 3
- Panoramix Level 3
- Patrina Level 4
- Pulse Level 1
- Quik! Level 2
- Salesforce Level 3
- Wealthcare Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth
Data refreshed live via API
No
Developer portal exists
No
Developer sandbox URL
No
