Don't leave dough on the table
Trusted by wealth management firms and technology providers
Calculate your practice's hidden AUM growth potential.
Adjust the sliders to see your net revenue opportunity with Pontera.
Disclaimer: This calculator provides estimated results for informational purposes only and is based on the information entered and certain assumptions. Actual results may vary and should not be considered a guarantee of future outcomes. Pontera does not guarantee any specific results, outcomes, or business opportunities from the use of its platform or services.
15 minutes to get started
No long training. No guesswork. Just the fastest path to understanding where Pontera fits in your client conversations.
How your first client connection works
1. Choose the right client
Start with a client who has an eligible workplace retirement account and would benefit from ongoing support.
2. Create the client profile
Add the basic client information needed to begin the connection process.
3. Client completes secure setup
The client follows a secure link to connect their account.
4. Begin ongoing management
Once setup is complete, the account can be supported through Pontera.
Meet your Advisor Success Manager
Learn how advisors at your firm are using Pontera and where it can fit into your practice.
How the client connection process works
How to choose your first client
How to introduce 401(k) management in conversations
What to say when introducing it
How to get ongoing support from our team
91% of financial advisors say that offering services for held-away accounts has increased demand for their services.
Which clients are best fits for Pontera?
Frequently asked questions
Do I already have access to Pontera?
Your firm has already partnered with Pontera. An Advisor Success Manager can confirm your setup and help you understand your next step.
What does Pontera help me do?
Pontera helps advisors support eligible workplace retirement accounts as part of a client’s broader financial plan.
Do I need to learn the whole platform first?
No. The fastest way to start is with one client use case and a short walkthrough with our Advisor Success team.
What should I bring to the 15-minute session?
Bring one or two client scenarios where a workplace retirement account may be important to the plan.
Can I use Pontera with clients right away?
Your Advisor Success Manager can confirm your firm’s setup, permissions, and recommended next step.
Trusted by savers & advisors across the U.S.
Secure client connection
No client credentials stored
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