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.
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.
Deliver holistic advice
Unify data & workflows
Drive growth & differentiation
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.
Be among the first to leverage Pontera's new integration with Orion.
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.