The bridge to
better retirement

Pontera helps financial advisors manage individuals' 401(k), 403(b) and other retirement accounts to deliver better outcomes. 

For advisors
For retirement savers

Serving retirement savers across America with trusted firms

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Orion Logo - Financial Advisor Software
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Envestnet Logo - Financial Advisor Software
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Morningstar Office - Financial Advisor Suite
Sanctuary Wealth
Addepar advisor software
PAG grayscale
AdvicePay billing solution for advisors
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SS&C Black Diamond Performance Reporting

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

What advisors are saying

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 trade 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 trading, 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

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.

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.

Unlock holistic wealth management