Pontera Integrations

Our software and services are designed for asset managers and meet business needs such as portfolio management, rebalancing and client portal. We also manage data, outsourcing, outsourcing and fund order management. Asset management software and services can help you to protect your business from the future. With streamlined communications, give your clients a complete picture and help them make informed investment decisions.

With Morningstar, you can explore new opportunities, navigate market volatility and deliver exceptional client experiences. The gold standard for long-term investment information, Morningstar, will maximize client engagement. Morningstar investment intelligence enables you to conduct thoughtful investment analysis and communicate your insights with adaptable technology. With purpose-built indexes and portfolios, you can meet investors' needs. Morningstar can help you deliver personalized service at scale in a world where changing consumer expectations and modernization of experiences are key components of every business decision. Find new ways to engage clients, increase wallet share with clients, and maximize lifetime customer value for your practice. Morningstar can be your competitive advantage. With world-class investment information, you can build investments, analytics, and a story-telling platform.

Pulse by AssetBook, a portfolio management system that is intuitive, user-friendly, and built with an open API, is attractive. Pulse is easy to integrate with other software. It allows you to interact with all the integrations of your firm in a meaningful manner. Pulse offers a firm dashboard that allows you to monitor your business's metrics, AUM and revenue growth over time. Your Pulse dashboard allows you to easily and intuitively monitor your top investments and global allocation.

Addepar is a wealth management platform specializing in data aggregation and analytics as well as performance reporting. Addepar lets you spend your time on what is most important: building client relationships. Addepar consolidates all financial accounts to give you a comprehensive view of the client portfolios. Our industry-leading analytics and reporting software allows you to tailor insights and conversations to each client and build trusting relationships. Our digital tools allow clients to have encrypted access to their financial information from anywhere and anytime. Our custom reporting functionality can bridge back-office solutions. Our industry experts will help you understand your company's needs and get you up and running. To get started, you can access our online training portal and on-demand help center. Addepar uses best-practice safeguards, including role-based access controls and data encryption at rest as well as in transit.

Envestnet Analytics can help you transform data into actionable insights. Advanced analytics tools can be applied to a large number of data points to identify practice and portfolio trends, and to discover business advantages. Firms can identify key drivers and risks in their business and identify the best growth opportunities. Envestnet Enterprise Portal gives firms access to robust data intelligence dashboards that will help them better manage and navigate their business. Envestnet Analytics gives them powerful tools to gain insight into their advisors, such as seeing who their top performers are and which products and programs they are using. They can identify areas that need improvement and provide professional development. They can also track asset growth, spot product trends and compare their firm to others in Envestnet's universe.

GeoWealth, a leading financial technology platform and turnkey asset management platform (TAMP), combines a fully-integrated platform with best in class portfolio solutions. Our flexible platform with open architecture and proven investment strategies meet all the needs of institutional investors and investment advisors. This allows them to grow faster and better serve their clients. Our integrated technology platform is purpose-built to provide a complete solution in one place. Our trading expertise and team can help you manage client portfolios more efficiently. Reduce the time-consuming tasks you don't need and outsource them to us as you grow. We have the experience and solutions to help you maximize the wealth of your clients, increase efficiency in your practice, and improve your bottom line.

Every firm is different. Success looks different for each company. We have the experience to implement technology for a variety of needs to help advisors from all types of business models fulfill their fiduciary responsibilities. We look beyond technology to provide an experience that pushes your limits and drives you to innovate, disrupt, win, and continue to win for many years.