How Pontera works
Manage clients' held-away accounts with confidence
Advisors can deliver truly holistic service with 401(k) management.
How Pontera works
Manage clients' held-away accounts with confidence
Advisors can deliver truly holistic service with 401(k) management.
How Pontera works
Manage clients' held-away accounts with confidence
Advisors can deliver truly holistic service with 401(k) management.
Trusted by wealth management firms and technology providers
How advisors use Pontera
Here's how Pontera helps financial advisors manage their clients' retirement assets across every step of their workflow.
1. Client chooses to have their advisor manage their retirement account
Client agrees that they would like their financial advisor to manage their workplace retirement account.
2. Client connects retirement account to Pontera
3. Advisors gain visibility
4. Advisors can rebalance with confidence
5. Orders are captured in supervision view
6. Integrations streamline processes
1. Client chooses to have their advisor manage their retirement account
Client agrees that they would like their financial advisor to manage their workplace retirement account.
2. Client connects retirement account to Pontera
3. Advisors gain visibility
4. Advisors can rebalance with confidence
5. Orders are captured in supervision view
6. Integrations streamline processes
1. Client chooses to have their advisor manage their retirement account
Client agrees that they would like their financial advisor to manage their workplace retirement account.
2. Client connects retirement account to Pontera
3. Advisors gain visibility
4. Advisors can rebalance with confidence
5. Orders are captured in supervision view
6. Integrations streamline processes
Keep retirement assets in focus
Pontera helps advisors deliver holistic management — improving tax planning, building stronger relationships, and delivering measurable impact.
Advisors
For advisors
“How could any financial advisor call themselves an advisor if they’re not focusing on what’s typically the largest asset most people in America have—their retirement account?"
Lance Drucker, Drucker Wealth Management
Retirement savers
"It’s given us more time to go do things that we like to do for fun and we don’t have to worry about managing money."
Kaushal Mall, client of Ironwood Wealth Management
For retirement savers
"It’s given us more time to go do things that we like to do for fun and we don’t have to worry about managing money."
Retirement savers
"It’s given us more time to go do things that we like to do for fun and we don’t have to worry about managing money."
Security-first and audit-ready
See how Pontera powers holistic advice
