WebPontera (formerly FeeX) is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. WebPontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that the client retains ultimate control of their accounts. ... Founded in 2012 as FeeX ...
Dynamic Advisor Solutions Partners with FeeX to Actively …
WebMay 4, 2024 · A new data feed between Orion and FeeX gives Orion users visibility into the held-away assets managed through the FeeX platform, granting advisors a more complete picture of an investor’s financial landscape, and enabling a more coordinated asset management strategy. FeeX, which is SOC 2 certified, enables advisors to trade their … WebJul 11, 2024 · "The FeeX for Advisors platform automates and streamlines compliance processes thereby saving financial advisors valuable time which allows them to focus their efforts where they are truly needed ... bob eberly bio
Orion Teams With FeeX For Management of Held-Away …
WebOct 8, 2024 · FeeX, a FinTech company that enables financial advisors to trade and manage held away assets, recently announced a technology integration and partnership with Advyzon, an all-in-one, cloud-based financial advisor technology platform. Bringing together the two platforms will further streamline management for financial advisors, allowing … WebDec 28, 2024 · December 28, 2024 07:00 AM. MEMPHIS, Tenn. — Dec. 28, 2024 — FedEx Corp. (NYSE: FDX) announced today that it has completed its previously announced acquisition of ShopRunner, the e-commerce platform that directly connects brands and merchants with online shoppers. ShopRunner’s capabilities complement and expand the … WebPanoramix announced a technology integration with FeeX to allow advisors to trade, manage, and bill on held away accounts through a single platform without triggering custody. This new data feed between the platforms provides users with visibility into held-away assets, enabling users to easily integrate those into household performance reports. clip art family dinner