Get hours back and scale seamlessly
Bulk Rebalancing lets firms easily create portfolios for same-plan accounts and rebalance at scale, saving you and your teams anywhere from 15 minutes to three or more hours per plan*.
*For select eligible accounts within the same workplace plan.
A single account-heavy plan can mean hours of repeat work
Bulk rebalancing allows teams a way to put all accounts from the same plan into a portfolio, review orders, submit them together, and track results. Eliminating the need to complete the same steps over and over, account by account.
Save anywhere from 15 minutes to three hours on every plan
Bulk Rebalancing eliminates repetitive work across plans of all sizes, from 15 accounts to more than 100. By rebalancing multiple accounts at once, your team can spend less time on manual tasks and more time serving clients, managing pipeline, and growing the business.
As you use this calculator to estimate your potential time savings, consider what your team could accomplish with those hours back.
Efficiency in action
Whether you’re making small adjustments or large-scale changes, Bulk Rebalancing helps you get more done in less time.
Frequently asked questions
Can I leverage bulk rebalancing to rebalance every account across my book?
No. Bulk rebalancing is for accounts that are part of the same plan.
At this time, Bulk Rebalancing is not able to support IRAs and some SDBAs. To check the eligibility of an SDBA, reach out to your Pontera representative.
Is this a model portfolio framework?
No. Advisors and firms define their own plan-specific portfolios based on the plan lineup. Pontera simply provides the means to facilitate this workflow but does not provide investment advice.
Is this the same as order import?
They are two separate functionalities that perform a similar function. Bulk Rebalancing is native to the Pontera platform and allows you to build your portfolio, rebalance and track from the same place. Order import is used for those who are building their portfolios in the Orion Eclipse platform and leveraging the Pontera integration.
What happens if some orders are not submitted?
Accounts are validated independently by our technology. If there’s an issue creating an order for a specific account, the system will flag it, notify the advisor, and provide a clear explanation of why the order had a submission error and how to resolve it.
Do I need auto-rebalance to use Bulk Rebalancing?
No. Bulk Rebalancing and auto-rebalance are related but distinct. Bulk Rebalancing is a review-and-submit workflow you initiate each time. Auto-rebalance is a setting that allows rebalancing to happen automatically based on your assigned cadence.
Talk to our team today to discover:
How Pontera securely and compliantly connects advisors to workplace retirement plans
What measurable value Pontera unlocks
Who Pontera is right for and how to implement it successfully