Solution introduction
Held away account trading and management
Manage held away accounts the way your clients really expect. Pontera's (formerly FeeX) Held Away Order Management System allows advisors, for the first time ever, to manage and trade any held away account just like they do with custodied accounts
New revenue & client engagement opportunities
Managing held away accounts can increase an advisor's AUM by an average of 33% while allowing you to deliver the level of service your clients expect.
Trading
Trade held away accounts just like you do with custodied accounts, all through a single interface. Instruct Pontera (formerly FeeX) to communicate a sell, buy or hold order to any type of account.
Compliance
The Pontera (formerly FeeX) Held Away Order Management System helps you keep in compliance with various financial regulators and alleviate custody challenges on held away assets.
