Many clients’ largest investments live within employer-sponsored retirement accounts. GeoWealth’s partnership with Pontera helps you bring those accounts into your technology stack, delivering visibility, and oversight across more accounts in a client’s household.
Holistic management
Deliver a value-added service to clients by managing all household assets and seeking to optimize tax efficiency to achieve overall financial goals.
Transparency
Use GeoWealth’s reporting engine to analyze all household assets together, no fractured reporting or swivel chair experience.
Efficiency
Save time by combining Pontera's 401(k) capabilities with GeoWealth’s online portal and mobile app for both advisors and their clients.
Growth
Differentiate your firm with a more comprehensive advisor and client experience that fuels organic growth.
Purpose-built features
How to get started
1. Connect with Pontera
Request the GeoWealth data integration from your Pontera representative and sign the Data Rider to authorize data transmission.
2. Feed setup
Pontera enables the data feed and coordinates setup with GeoWealth.
3. Connect client accounts
Set up the Orion API user in Orion Connect and Eclipse, ensuring the appropriate permissions are assigned.
4. Data sync to GeoWealth
Data is included in the next file send and should appear in GeoWealth within about one week.
5. Manage, report, and bill
Advisors review and manage accounts in Pontera, then run performance reporting and automated billing in GeoWealth.
Frequently asked questions
What data does Pontera send to GeoWealth?
Pontera delivers daily data files via SFTP to support performance reporting and billing for held-away accounts. Files include account balances, positions, transactions, securities, and pricing. Non-managed accounts are not included.
When is data sent?
Data is sent once daily at 4pm ET.
Who can I contact with questions?
Reach out to your Pontera or GeoWealth representative. You can also email support@pontera.com or connect@geowealth.com for assistance.
Connect with a representative
Explore how to maximize performance reporting and billing workflows with Pontera in Geowealth.
Optimize operations and expand the scope of your advice by leveraging Pontera’s integration with Geowealth.
*Pontera is not a securities exchange, broker-dealer, or alternative trading system under the Securities Exchange Act of 1934, nor a registered investment adviser under the Investment Advisers Act of 1940. “Orders” refer solely to user-directed instructions.