Unified experience connecting Pontera and Orion
Securely connect, view, and rebalance clients’ held-away retirement accounts directly within the Orion platform.
Already using the integration? Learn how to get the most out of your experience.
Many clients’ largest investments live within employer-sponsored retirement accounts. Orion’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.
Purpose-built features
How to get started
1. Sign the data rider
Execute the Pontera × Orion data rider.
2. Request integration enablement
Work with your Pontera and Orion support teams to enable the settings required for the integration.
3. Create the API user
Set up the Orion API user in Orion Connect and Eclipse, ensuring the appropriate permissions are assigned.
4. Connect Orion and Pontera
Enter the API credentials in Pontera and verify the connection.
5. Start using the integration
Leverage held-away retirement account data in Orion Eclipse to build more holistic, tax-aware portfolios, generate rebalances, and import orders into Pontera for execution.
Frequently asked questions
What is Orion Eclipse?
Eclipse is Orion's next generation trading and rebalancing platform. Eclipse trading constantly monitors portfolios to offer smart and timely rebalancing and tax-loss harvesting suggestions.
How does the Orion Eclipse x Pontera integration work?
Pontera sends Orion fund-level data (fund lineup, fact sheets, expense ratios) to create Restricted Plans in Orion Eclipse. Users can leverage these plans to include Pontera-held accounts in models and generate rebalances. Eclipse then provides the option to export up to 100 rebalances in one file that can be imported back into Pontera, to communicate to the recordkeepers.
What type of data does Pontera pass to Orion?
Pontera delivers standard account data to Orion, including accounts, positions, transactions, securities, and prices, three times per day. Pontera also sends plan-related data to Eclipse via API, such as fund details, classifications, expense ratios, and fact sheet URLs daily.
*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.