Pontera

Pontera: The Bridge to Better Retirement

Pontera enables retirement savers to get help managing their 401(k) from their trusted advisor.

Professionally Managed Retirement Accounts Can Grow 75% Larger Over Their Lifetime

• +75% more account growth can be gained with professional help¹
• 62% of savers want professional help managing retirement accounts²

Advisors Choose Pontera to Provide More Value to Clients

Holistic Planning

• Holistic Planning: Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and rebalance 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs.

Asset Location

• Asset Location: 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.

Consolidated Reporting

• Consolidated Reporting: Provide more insight. Pontera helps advisors show their clients more of what’s happening in their portfolio. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients.

Peace of Mind

• Peace of Mind: Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodied accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results.

Secure Rebalancing

• Secure Rebalancing: Keep accounts secure. Pontera is a trusted solution for thousands of financial advisors and some of the largest financial institutions in the world. Pontera is SOC 2 certified and uses bank-level security architecture to ensure that client data is protected.

Improved Compliance

• Improved Compliance: Stay compliant. Pontera aids compliance with financial regulations and alleviates custody and rollover challenges on held-away assets. With audit and supervision capabilities, Pontera helps safeguard client assets and improve operations.

Join Pontera today and build a bridge to better retirement.
Let us help you optimize and secure your clients’ retirement accounts for a more prosperous future.