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Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts. The Pontera solution enables advisors to manage and trade held away accounts, thus offering a comprehensive, holistic service to their clients and unlocking greater financial outcomes for both advisors and their clients. Pontera clients include Fortune 100 financial services firms, RIAs, broker-dealers and advisory firms of all sizes.
simPRO Corporate evaluation, implementation and training will be tailored to suit your organization`s needs. During evaluation, a workshop will be held with your team to determine the system`s suitability, to map out your workflows, and identify internal systems that need integration. Based on workflow mapping, organization type and work type, our team will create a custom implementation and training plan for your business, including a purpose-built project plan, targeted training for specific roles or training an internal product specialist to ensure a smooth roll-out.
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