PR Newswire
Snowden Lane Partners’ financial advisors can now manage clients’ held-away accounts in a unified system
Pontera, the fintech company empowering retirement savers to receive financial advice from their trusted financial advisors, and Snowden Lane Partners (“Snowden Lane“), an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced a strategic partnership.
Snowden Lane’s advisors will now have access to the Pontera toolkit to manage their clients’ 401(k)s, 403(b)s, and other held-away accounts. By leveraging Pontera’s platform, which includes products for rebalancing, compliance, and billing, Snowden Lane will be equipped with a holistic assessment of their clients’ financial portfolio to improve long-term financial outcomes.
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“Our firm’s advisors have long seen significant demand from clients for advice in held-away workplace retirement accounts. We’re thrilled to add Pontera to bridge the gap between 401(k) accounts and our financial advisors’ unique expertise,” said Alison Burkett, Executive Vice President and Head of Enterprise Development at Snowden Lane Partners. “As a result, our advisors can address their clients’ needs and drive better outcomes for retirement savers.”
“While out-of-the-box offerings like target date funds make a good fit for many retirement savers, those with a broader financial plan need their 401(k) accounts managed holistically with the rest of their assets,” said Peter Nolan, SVP of Sales at Pontera. “Like Snowden Lane, Pontera is committed to empowering retirement savers with choice over how their retirement assets are managed.”
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