Back
Logo

Integrations

Pontera

Pontera integrates with Addepar to enable performance reporting and automated fee billing for held-away accounts. Using daily file delivery, Pontera sends balances, positions, transactions, securities, and pricing data so advisors can run reporting and billing within Addepar.

Last updated: 03-20-2026

Premier Partner Image

Enhanced productivity and efficiency

  • Reduce time spent on administrative tasks with seamless reporting and billing of employer sponsored accounts in a single platform, allowing you to focus more time on client needs.

Accurate and timely information

  • Make informed decisions that enhance client experience and optimize financial outcomes with updated and reliable data synced daily.

Expand the scope of advice

  • Turn expanded data visibility into actionable insight, enabling more comprehensive guidance and driving deeper, long-term client relationships.