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Practice Management
Technology to help you manage held away 401(k) Assets
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Peter NolanGuest Expert: Dave Goldman, Pontera

I am delighted to have had the Pontera platform (p.k.a. Feex) back to show you how you can use their solution to manage a clients’ held-away holdings such as those held in a 401(k). Listen to this ...

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Discussions & Comments

Missy Davis 3 years 6 months ago
A few comments from listeners:

I think this will be a marketing / biz dev tool going forward by leading withe the 401k and then going to personal financial planning versus the opposite. I will likely use this.
- William H.

Way to solve an troublesome and time consuming problem.
- Paul H.

Introduced a very promising and much needed service.
- Barbara B.
A few comments from listeners:

I think this will be a marketing / biz dev tool going forward by leading withe the 401k and then going to personal financial planning versus the opposite. I will likely use this.
- William H.

Way to solve an troublesome and time consuming problem.
- Paul H.

Introduced a very promising and much needed service.
- Barbara B.

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I am delighted to have had the Pontera platform (p.k.a. Feex) back to show you how you can use their solution to manage a clients’ held-away holdings such as those held in a 401(k). Listen to this webinar to see how they can enable you to execute a sell, buy or exchange order on behalf of their clients, opening avenues of opportunity for you to add value and improve financial outcomes for your clients. Plus, financial planner Joel Larsen joined to share his experience using the technology with his clients.