FutureAdvisor

FutureAdvisor

BlackRock
+
+

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About

FutureAdvisor establishes partnerships with wealth management firms to help them drive asset growth, be more efficient, target new client segments and reach the next generation of investors. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolios. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolio.

About

Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Anyone in need of a powerful Online Broker and Trading platform

Audience

Anyone searching for a platform to securely and compliantly manage on assets in held-away accounts

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

0.5% Fee
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

BlackRock
United States
www.blackrock.com/futureadvisor

Company Information

Pontera
Founded: 2012
United States
pontera.com

Alternatives

Alternatives

Categories

Categories

401(k) Supported

Integrations

Addepar Not Supported
GeoWealth Not Supported
Morningstar Not Supported
Orion Not Supported
Pulse Not Supported
SS&C Advent Not Supported

Integrations

Addepar Supported
GeoWealth Supported
Morningstar Supported
Orion Supported
Pulse Supported
SS&C Advent Supported
Claim FutureAdvisor and update features and information
Claim FutureAdvisor and update features and information
Claim Pontera and update features and information
Claim Pontera and update features and information