The latest technology news in the wealth management sector from around the world.

Sanctuary Wealth, Pontera
Sanctuary Wealth has formed a partnership with financial technology company Pontera. The pact enables Sanctuary Wealth advisors to provide more comprehensive oversight of clients' retirement assets. 

Pontera gives advisors the means to manage, trade, and bill on held away accounts, including 401(k)s and 403(b)s, with a focus on delivering better client retirement outcomes.

The formation of this fintech partnership follows Sanctuary's announcement of its largest recruit to date, Chappell Wealth Management, from Merrill Lynch, with about $1.3 billion in assets under management.

"Our partnership with Pontera empowers our advisors to provide 360° retirement planning services to their clients by giving them a more complete financial picture and the ability to manage the client's entire portfolio,” Robert Walter, president of Sanctuary Wealth, said. 

Pontera integrates with Orion, Sanctuary Wealth's portfolio management software, enabling its advisors to see their clients' held away assets for seamless management, reporting and billing.