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.

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.

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.

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.

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.

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.