Proactive rebalancing

Trade and rebalance held away accounts just like custodied accounts, all through a single interface. With Pontera, advisors can communicate a buy or sell order to held away accounts, including 401(k), 403(b), 401(a), TSP as well as many 529 and 457 accounts across hundreds of leading financial institutions. 

 

Rebalancing software for advisors

Holistic portfolio management

Pontera integrates with many of the portfolio management platforms used by advisors. This allows advisors to see held away data alongside custodied accounts and incorporate it into performance reporting and billing, just like any other account.

Holistic portfolio management tool

Strengthen compliance practices

With audit trails and supervision capabilities, Pontera helps advisors stay in compliance with financial regulators while alleviating custody and rollover challenges on held away assets.

Financial advisor compliance software

Secure oversight and management

Advisors can provide oversight and management of client accounts without custody. Advisors who had previously logged in on behalf of clients can reduce requirements for surprise audits while maintaining the same level of service. Pontera provides bank-level security to keep your clients better protected than in-house login management, and offers a protection pledge to cover the unforeseen.

Manage accounts without taking custody

Drift analysis notifications

Pontera enables you to set alerts when your clients' allocations drift outside of the custom bounds you set.  Provide rebalancing to your clients according to current performance instead of arbitrary calendar dates.

Account drift analysis notifications

Seamless billing integrations

Pontera allows advisors to easily create billing files to simplify operations alongside existing tech solutions, while providing easier billing to clients.

Financial advisor billing integrations

Our technology partners

Gain access to even more features when working with one of our integration partners

Orion logo - Performance reporting software
Envestnet logo - Financial advisor software
Morningstar Office - Retirement account tool
SS&C logo - Financial advisor suite
Addepar logo - financial planning suite
Advyzon logo - Account aggregation
Geowealth - Financial advisor tools
Capitect - Financial planning software
Panoramix - Client account management
AdvicePay - Advisor billing solution
AssetBook - Retirement planning tool

Discover all the benefits of Pontera