Home Online Features Pontera now offers access to Envestnet's BillFin solution to streamline 401(k) account billing for financial advisors
Pontera now offers access to Envestnet’s BillFin solution to streamline 401(k) account billing for financial advisors
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PONTERA  
November 4, 2024

Pontera now offers access to Envestnet’s BillFin solution to streamline 401(k) account billing for financial advisors

Integration with hosted RIA billing solution to help advisors more efficiently collect payment for managing workplace retirement accounts

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