Pontera has been named the “Best Retirement Management Platform” in the 2023 FinTech Breakthrough Awards. This annual awards program honors innovative companies and products in today’s global financial technology market. The Best Retirement Management Platform Award recognizes Pontera’s commitment to helping millions of Americans retire better by enabling financial advisors to manage 401(k) and other held-away accounts.
The FinTech Breakthrough Awards honors innovators, leaders, and visionaries across various categories such as Digital Banking, Personal Finance, Lending, Payments, Investments, RegTech, and InsurTech. This year's awards received over 4,000 nominations from around the world.
In the Retirement Planning and Management category, Pontera is joined by Retirable, awarded Best Retirement Planning Solution; Common Wealth, awarded Retirement Management Innovation; and Human Interest, awarded Best Retirement Management Solution Provider.
“Retirement savings are top of mind for Americans as we contemplate how SECURE 2.0, market volatility, and inflation personally affect us,” said Nicole Zheng, Chief Marketing Officer at Pontera. “The Pontera team is proud to be recognized for enabling retirement savers to get the help they need on managing their 401(k)s as an integral part of their financial wellness.”
With the median American family holding more than half of their assets in retirement funds1, it's crucial that financial advisors include them when building a comprehensive financial plan. Pontera gives advisors a unified view to securely and compliantly analyze, monitor, rebalance, supervise, and report on their clients' plan accounts. As a result, advisors can employ personalized, holistic wealth management and tax strategies across the client’s entire portfolio to deliver better client experiences and retirement outcomes.
To learn more about how Pontera helps retirement savers, click here.
