Pontera Launches Bulk Rebalancing for Retirement Plan Advisors
Bulk Rebalancing, a new workflow that helps advisory firms and their authorized investment or trading teams streamline the rebalancing of select accounts within a single workplace retirement plan, was unveiled Wednesday by New York-based fintech Pontera. One of Pontera’s most requested features, Mass rebalancing provides a more centralized and scalable way to manage rework when […]
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