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The Bridge to a Better Retirement

Retirement accounts can grow 75% larger when professionally managed by financial advisors.1

Pontera enables this growth by allowing advisors to manage and trade their clients’ retirement accounts as part of a holistic portfolio.

The Pontera Impact

Studies show that professionally managed accounts generate 3-4% higher returns per year, net of fees, than investors’ self-managed accounts. This compounding effect can yield up to 75% more wealth over 20 years.1

Pontera (formerly FeeX) provides the technology for advisors to manage these accounts on behalf of their clients without taking custody. This allows advisors and investors to work together on a personalized, holistic plan.

The benefit of professional management in qualified accounts
Professionally managed accounts outperform self-directed accounts by 3% annually, net of fees1

The benefit of professional management in qualified accounts

1 Vanguard. “Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha” February 2019; and
Russell Investments. “2022 Value of an Advisor Study” April 2022.
Hypothetical performance calculations are shown for illustrative purposes only.

Holistic
Planning

Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held away accounts to ensure they are meeting their clients’ needs.

Asset
Location

Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform.

Consolidated Reporting

Provide more insight. Pontera helps advisors show their clients more of what’s happening in their portfolio. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients.

Peace of
Mind

Provide stability by trading, rebalancing and monitoring retirement accounts as-needed, just like custodied accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results.

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Secure

Pontera is a trusted solution for thousands of financial advisors and some of the largest financial institutions in the world. Pontera is SOC 2 certified and has built bank level security architecture to ensure that client data is protected, and that the client retains ultimate control of their accounts.

Compliant

Pontera keeps you in compliance with financial regulations and alleviates custody and rollover challenges on held away assets. The platform provides advisors and their compliance teams with audit and supervision tracking capabilities to safeguard client assets and improve operational efficiency.

<Ron Carson

Ron Carson

Carson Group Founder and CEO

Carson Group manages more than $18 billion for 40,000 families.

“401(k) accounts have become a key component of the overall financial picture for many of the more than 40,000 families we serve. Our ability to securely and purposefully manage these assets through Pontera has been a game changer for our clients and our advisors who serve them.”

<Randall Long

Randall Long

CEO, SageView Advisory Group

SageView Advisory Group manages more than $175 billion in retirement plan assets and over $4 billion in wealth management assets.

“Being a fiduciary means finding the best possible solutions for our clients. Partnering with Pontera allows us to provide a wider array of services to them with the goal of creating long term value and a more comfortable retirement. The 401(k) often makes up a significant portion of our clients’ assets and is critical to include in developing and executing on a comprehensive fiduciary plan.”

<Richard Archer

Richard Archer

President, Archer Investment Management

Pontera advisor since 2018, with more than $170M in firm AUM.

“Clients have jumped at our offer to include their outside 401(k)s, 403(b)s, etc. into their overall investment portfolios […] Pontera has been a major value add for us and for our clients.”

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