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Description
The Runagood® Business Advisory System integrates hands-on expertise, interpersonal skills, and advanced technology to guide both business owners and advisors from their initial interaction to a lasting partnership focused on enhancing performance and value. For those entering the field of business consulting, the path is filled with challenges, as there are few formal qualifications or institutions to provide direction. Those who excel in this arena have often acquired their knowledge through years of expensive trial and error, alongside the gradual establishment of their reputations. This comprehensive system is designed to help you connect with business owners, cultivate trust, navigate their challenges and aspirations, and deliver solutions that boost their performance, all while generating sustainable subscription revenue. To streamline this process, we have created innovative technology that eliminates the tedious components of consulting, allowing AI Business Advisors® to focus solely on effective strategies that address the specific issues and goals of business owners. This approach not only enhances efficiency but also empowers advisors to foster deeper, more impactful relationships with their clients.
Description
Unify multiple accounts into a comprehensive strategy with Pontera, which enables advisors to oversee and manage 401(k), 403(b), and other held-away accounts, ensuring they effectively address their clients' requirements. By optimizing tax strategies, advisors can enhance client wealth over time. The Pontera platform allows for swift and efficient allocation of investments between taxable and tax-deferred accounts, enabling advisors to better serve their clients. Furthermore, Pontera enhances transparency by helping advisors present a clearer picture of portfolio activity to their clients. In conjunction with existing technologies, Pontera provides greater portfolio visibility, allowing advisors to offer a more cohesive service. By regularly rebalancing and monitoring retirement accounts, akin to custodial accounts, advisors can provide stability and reassurance, particularly during market fluctuations. This proactive approach not only boosts client satisfaction but also contributes to improved long-term financial outcomes. Ultimately, Pontera empowers advisors to maintain control and confidence for their clients in an unpredictable investment landscape.
API Access
Has API
API Access
Has API
Integrations
Addepar
GeoWealth
Morningstar
Orion
Pulse
SS&C Advent
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Runagood
Country
United Kingdom
Website
www.runagood.com
Vendor Details
Company Name
Pontera
Founded
2012
Country
United States
Website
pontera.com
Product Features
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning