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Technology to help you manage held away 401(k) Assets
Guest Expert: Dave Goldman, Pontera
Date:
Attendee's Excellent Rating: 84%
Webinar Replay Description

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).

Attendees Comments:

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.
Comments
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.
10.26.2022 - Technology