Pontera
Overview
Automatically pull and send client data to Pontera.
What you need
Background
Pontera is a financial technology platform that focuses on helping financial advisors manage and integrate clients' held-away accounts—those investment accounts not held at their advisory firm. The platform enables advisors to access, manage, and report on these accounts within their overall financial planning and investment strategies.
Benefits
Using Pontera offers several benefits for financial advisors and their clients:
- Holistic View of Assets: Pontera aggregates data from various financial institutions, providing a comprehensive overview of clients' investments, including held-away accounts.
- Integrated Portfolio Management: Advisors can manage all client accounts in one place, facilitating more effective investment strategies and decision-making.
- Enhanced Client Relationships: By providing a clearer picture of clients' total wealth, advisors can engage clients more effectively and foster stronger relationships.
- Time Efficiency: The platform streamlines the management of multiple accounts, saving advisors time on data collection and analysis.
- Compliance and Security: Pontera adheres to regulatory standards and employs robust security measures, ensuring that sensitive client information is protected.
- Performance Reporting: Advisors can generate comprehensive performance reports that include held-away accounts, enhancing transparency and communication with clients.
- Client Empowerment: Clients can access a unified view of their investments, helping them stay informed and engaged in their financial planning.
- Scalability: Pontera can support various types of clients, from individuals to families and institutions, making it adaptable to different advisory practices.
Overall, Pontera helps advisors provide more comprehensive and personalized service, improving the overall financial planning experience for clients.
How to set up
Navigate to the Feathery form that you want to connect to Pontera. Click on the Integrations tab.
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Open the Pontera integration and choose the Feathery form event to trigger the Pontera action. Your options are when a step is loaded or submitted, a field value is changed, or the form runs into an error.
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Authorize and connect your Pontera account.
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Choose which Pontera records you'd like your Feathery fields to map to and whether they should be pulled, created, or updated.
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Click Connect. Your integration is now live and ready to go!
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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