Features

Pontera enables advisors to deliver better outcomes to retirement savers by employing cohesive rebalancing and tax strategies across their 401(k)s, 403(b)s, and more.

Proactive rebalancing

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)s, 403(b)s and more, across hundreds of leading financial institutions.

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.

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 commitment to client protection to cover the unforeseen.