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Pontera + AdvicePay

Use Pontera and AdvicePay to simplify fee billing on held-away accounts while offering convenient payment options for your clients.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • Pontera account

Charge advisory fees on any held-away account

Get paid for your advice on 401(k) retirement plans and other held-away accounts, even when the plan can’t be billed directly or the client doesn’t have other managed investment accounts.

Simplify billing, no matter your fee structure

Whether your advisory fees are a percentage of the account size, a flat fee, or bundled with ongoing financial planning, quickly create and send invoices to clients with just a few clicks.

How does it help?

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Streamlined Fee Compensation

Using AdvicePay together with Pontera makes it easy for advisors to be compensated for their services related to 401(k) and other held-away accounts

What you can do with AdvicePay + Pontera

  • Streamline billing on held-away accounts with bulk invoice creation or fixed-fee subscriptions
  • Get paid for advising on 401(k) retirement plans via ACH or credit card

Who is it for?

  • AdvicePay customers who use Pontera to manage held-away accounts

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Get started with Pontera and AdvicePay

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