Are Auto Features the ‘Ozempic’ of 401(k) Plans?
New services like Pontera help advisors manage their client’s DC plans with less cyber risk.
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Pontera in the news
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- Press Coverage
08 / 30 / 2023
Advisor Tech Talk (Week of 8/28/23)
With this collaboration, Summit advisors gain access to a secure platform to seamlessly manage 401(k) and 403(b) accounts as part of a holistic approach to growing clients’ wealth.
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- Press Coverage
08 / 28 / 2023
Pontera Adds Summit Financial to 401(k) Management Platform
Parsippany, NJ-based Summit, which oversees $9 billion in client assets, will use Pontera’s technology to gain access to view and manage client 401(k) and 403(b) accounts.
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- Press Coverage
08 / 25 / 2023
RIA Roundup: Avantax Adds Two Firms, $450M in Assets
The team is already working with financial technology platform Pontera to analyze, rebalance, and report on 401(k) and other held-away assets.
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- Press Coverage
08 / 25 / 2023
Future Capital and Wealth Advisory TLG Partner On 401(k) Investment Management
In a separate announcement earlier this week, Pontera, a financial technology firm that also syncs financial advisers with clients’ retirement savings accounts, made a deal with Summit Financial LLC, an RIA overseeing $9 billion in client assets.
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- Press Coverage
08 / 24 / 2023
Helping clients be more realistic about their investing horizon
How one Summit Financial advisor plans to use Pontera to manage clients' held-away assets.
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