Pontera in the news

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  • Press Coverage

05 / 22 / 2024

Integrating 401(k) Plans with Pontera
Independent advisory firm Cerity Partners explores how the Pontera platform enables its advisors to view, analyze, and rebalance clients’ 401(k) accounts as an integrated part of their comprehensive portfolios.
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  • Press Coverage

05 / 20 / 2024

Advisor Tech Talk (Week of 5/20/24)
Gaining a clear view of their clients’ 401(k)s through Pontera will help Stifel advisors deliver holistic guidance that yields better outcomes and peace of mind for clients.
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