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Financial services

Pontera and BridgeFT Announce Integration to Simplify Portfolio Management for Financial Advisors

Strategic Insights

— 1 min read

Pontera and BridgeFT have partnered to revolutionize portfolio management for financial advisors by integrating Pontera's data with BridgeFT's WealthTech API platform. This integration enables financial advisors to view and manage multiple client accounts, including 401(k)s, 403(b)s, and other held-away accounts, through a single API interface. The partnership aims to provide financial advisors with a comprehensive overview of their clients' financial portfolios, empowering them to offer more personalized and holistic advice.

Key Takeaways:

  • The integration enables financial advisors to manage multiple client accounts through a single API interface, including 401(k)s, 403(b)s, and other held-away accounts.
  • The partnership aims to provide financial advisors with a comprehensive overview of their clients' financial portfolios, enabling them to offer more personalized and holistic advice.
  • Pontera's data will be available through BridgeFT's WealthTech API platform, joining an exclusive list of partners in the BridgeFT WealthTech API Marketplace.
  • BridgeFT's Marketplace aims to accelerate, simplify, and reduce the cost of wealth management application development and maintenance.
  • Financial advisors can now manage their clients' retirement and investment accounts on a single unified platform, providing significant benefits to retirement savers.
  • The integration will empower financial advisors with the portfolio management tools they need to help their clients achieve their long-term financial goals.

Statistics:

  • 401(k)s, 403(b)s, and other held-away accounts will be managed through a single API interface.
  • BridgeFT's WealthTech API Marketplace will offer direct access to a curated group of partners leveraging API-first data and application services.
  • Pontera's data will be integrated with BridgeFT's WealthTech API platform to provide financial advisors with a comprehensive overview of their clients' financial portfolios.

Sources:

  • "Pontera, BridgeFT Announce Integration as Fintech and Wealthtech Merges Call for Further Collaboration.", David Goldman, Chief Business Officer at Pontera, in an interview.
  • "BridgeFT Welcomes Pontera to Exclusive List of Partners.", BridgeFT Press Release, 2023 (no exact date).
  • Pontera, BridgeFT, " Revolutionizing Portfolio Management for Financial Advisors with BridgeFT and Pontera Partnership.", Joint Press Release (no exact date).

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