Advisors, manage your clients’ held away assets such as 401(k)s without triggering custody.
Trusted by leading firms
How it works
1.
Invite clients to connect accounts
Advisors invite their clients to connect their 401(k)s, 403(b)s, and more to the Pontera platform.
2.
Compliantly manage client accounts
Review and rebalance client accounts in Pontera, while benefitting from enhanced supervision tools such as an auditable trail blotter.
Benefits
Provide holistic wealth management
Integrate 401(k) and other held-away assets into your clients’ comprehensive financial plans, ensuring no part of their wealth is overlooked.
Provide holistic wealth management
Integrate 401(k) and other held-away assets into your clients’ comprehensive financial plans, ensuring no part of their wealth is overlooked.
Differentiate your advisory firm
Stand out in a competitive market by providing a unique service.
Differentiate your advisory firm
Stand out in a competitive market by providing a unique service.
Deepen client relationships
Enhance trust and loyalty by offering a complete view of your clients' financial health, addressing all their retirement accounts under one advisory umbrella.
Deepen client relationships
Enhance trust and loyalty by offering a complete view of your clients' financial health, addressing all their retirement accounts under one advisory umbrella.
Improve your clients’ retirement
Studies show retirement accounts can grow up to 75% larger when professionally managed by financial advisors.
Improve your clients’ retirement
Studies show retirement accounts can grow up to 75% larger when professionally managed by financial advisors.