“What should I do with my 401(k)?”

Until recently, when a client asked this question, their advisor was limited to occasional advice at best—with many staying completely hands off for fear of triggering custody.

And when this major asset sits in that blind spot, holistic wealth management is nearly impossible.

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Today, that’s changing. Pontera provides a secure, compliant, and seamless way for financial advisors to manage 401(k)s and other employer-sponsored retirement accounts, without taking custody.

Pontera is the bridge to better retirement outcomes, empowering advisors to make a greater impact for every client.

Pontera Retirment Outcomes

Integrate seamlessly

Pontera integrates with most portfolio management softwares to streamline performance reporting and billing at the household level.

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Pontera Integration

With Pontera, you can...

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Manage held-away accounts with confidence

Securely manage 401(k)s, 403(b)s, 457s, and other held-away accounts using the most accurate and up-to-date plan information available.

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Deliver truly holistic wealth management

Incorporate retirement accounts into your planning process to ensure clients receive an investment strategy that includes all of their assets.

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Offer clients greater peace of mind

Give your clients the comfort of knowing that their trusted advisor is handling these vital accounts in real time as the markets and their priorities change.

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Ensure secure management

Pontera is SOC 2 Type II and ISO 27001 certified. Full audit trails and purpose-built functionality reflect our commitment to transparency and client protection.

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Offer a service with growing demand

Ensure you're offering a highly-sought after service to clients – both current and prospective – who are looking for an advisor who can do it all.

Unlock holistic wealth management

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