• Slice of Finance
  • Posts
  • Pontera and Envestnet’s BillFin Partner to Streamline 401(k) Billing

Pontera and Envestnet’s BillFin Partner to Streamline 401(k) Billing

Author

Slice of Finance Team
06 Nov

Key Highlights:

  • Pontera integrates Envestnet's BillFin to enhance billing efficiency for financial advisors managing 401(k) accounts.

  • BillFin provides flexible billing, fee calculation, and an intuitive user experience, supporting modernized billing for advisory clients.

  • Client security remains central, with SOC 2 Type II and ISO 27001 standards ensuring data protection.

Source: PR Newswire

Notable Quote:

❝

"By adding BillFin capabilities, we're empowering financial advisors to deliver even greater value and a more comprehensive wealth management service to their clients. Pontera's growing technology partner community enables us to meet advisors where they live by linking our secure 401(k) management platform with the technology tools they're already using, helping them deliver the best possible client experience."

David Goldman, Chief Business Officer at Pontera

Our Take:

This integration between Pontera and Envestnet's BillFin reflects a growing trend in fintech where ease-of-use and client security are prioritized to meet the rising demand for managed workplace retirement accounts. As 74% of Americans seek professional help with retirement planning, solutions that streamline billing and account management can lead to better outcomes and a more seamless experience for clients. Pontera’s focus on data security and restricted account access highlights its commitment to protecting client assets, offering peace of mind for clients while facilitating robust advisory services.