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Here at Stifel, we’re always on the lookout for new tools to help our advisors be more relevant to their clients.
That’s why we’re so excited about our new partnership with Pontera, a leading fintech platform designed to address the challenges of held-away accounts.
With Pontera, Stifel advisors can securely manage, rebalance, and report on their clients’ workplace retirement plan assets.
Pontera is easy to use and will be seamlessly integrated with Stifel’s advisor-focused, best-in-class tech stack:
- Addepar for holistic portfolio performance reporting
- Salesforce CRM for streamlined client account visibility
- Stifel’s Wealth Tracker app
It’s all about helping our advisors deliver holistic guidance to their clients.
Want to learn more? Contact me today, and I’ll show you how Stifel can help you take your business to new heights.
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“When clients turn to their advisor for investment advice, they’re looking for help managing all of their assets — not just some. We’re thrilled to collaborate with Pontera and help our advisors answer this call for help by giving them tools to securely and efficiently manage their clients’ workplace retirement accounts.”
– Ron Kruszewski, Chairman and CEO of Stifel
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