Digital Digest: The Latest Tech News – Sanctuary, Pontera

Editorial Staff

1 March 2023

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 401s and 403s, 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.