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Get the most out of your Pontera x Orion integration

With a unified investment management experience, firms can construct portfolios, align to client goals, and rebalance efficiently at the household level—treating held-away assets not as an exception, but as a core component of holistic advice.

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Centralized trading team reviewing account data and trade activity within an integrated wealth management platform supporting retirement account management.

Pontera integrates with Orion to deliver comprehensive retirement plan-level details such as investment options, expense ratios, and plan restrictions.

A unified Orion × Pontera workflow helps every role in the firm work smarter, scale faster, and deliver a better service to clients.

Explore how the integration supports your team.

Home office

Build lasting growth for clients by managing held-away assets through your firm's centralized platform and integrated tech stack - helping advisors focus on client engagement while supporting scalable advice.

Home office

Centralized traders

Drive faster, more consistent execution at scale through unified plan-level data and multi-account rebalancing in Eclipse.

Centralized traders

Drive faster, more consistent execution at scale through unified plan-level data and multi-account rebalancing in Eclipse.

Advisors

Power tax-aware, household-level strategies and free up time for more meaningful client conversations.

Advisors

Power tax-aware, household-level strategies and free up time for more meaningful client conversations.

Ready to put the integration to use? Start with this video.

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Ready to put the integration to use? Start with this video.

Watch now

Put this integration into practice

Deliver holistic advice

Tax optimization

Automate asset location in Orion Eclipse to align 401(k) investments with household strategies and improve after-tax outcomes.

Tax optimization

Automate asset location in Orion Eclipse to align 401(k) investments with household strategies and improve after-tax outcomes.

Peace of mind

Give clients confidence that their retirement assets are professionally managed and fully coordinated with their broader portfolio.

Peace of mind

Give clients confidence that their retirement assets are professionally managed and fully coordinated with their broader portfolio.

Unify data & workflows

Plan-level data, integrated

Automatically ingest and assign restricted plan data in Orion Eclipse—eliminating manual maintenance and simplifying research and portfolio construction across hundreds or thousands of plans.

Plan-level data, integrated

Automatically ingest and assign restricted plan data in Orion Eclipse—eliminating manual maintenance and simplifying research and portfolio construction across hundreds or thousands of plans.

Rebalance at scale

Manage portfolios and rebalance up to 100 401(k) accounts in a single Pontera Order File, reducing ‘swivel’ and operational friction.

Rebalance at scale

Manage portfolios and rebalance up to 100 401(k) accounts in a single Pontera Order File, reducing ‘swivel’ and operational friction.

Drive growth & differentiation

Empower advisors

Centralize held-away asset management so every advisor can deliver consistent, high-value holistic advice.

Empower advisors

Centralize held-away asset management so every advisor can deliver consistent, high-value holistic advice.

Unlock new growth

Offer centralized 401(k) management as a value-added service—driving organic growth, differentiation, and increased oversight.

Unlock new growth

Offer centralized 401(k) management as a value-added service—driving organic growth, differentiation, and increased oversight.

Be among the first to leverage Pontera's new integration with Orion.

On-demand webinar: Streamlined and tax-intelligent rebalancing at scale with Pontera and Orion Eclipse

Watch now

On-demand webinar: Streamlined and tax-intelligent rebalancing at scale with Pontera and Orion Eclipse

Watch now

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.