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.

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"Pontera opens up a third dimension of choice"

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"Pontera opens up a third dimension of choice"

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“Pontera has allowed us to deliver holistic planning.”

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“Pontera has allowed us to deliver holistic planning.”

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“It gives us the opportunity to validate for our clients whether or not the allocations that they have in their employed sponsored retirement plan is actually aligned appropriately to [ ... ] that longer term retirement planning goal.”

Brian Vendig

President & Chief Investment Officer, MJP Wealth Advisors

“It gives us the opportunity to validate for our clients whether or not the allocations that they have in their employed sponsored retirement plan is actually aligned appropriately to [ ... ] that longer term retirement planning goal.”

Brian Vendig

President & Chief Investment Officer, MJP Wealth Advisors

“It gives us the opportunity to validate for our clients whether or not the allocations that they have in their employed sponsored retirement plan is actually aligned appropriately to [ ... ] that longer term retirement planning goal.”

Brian Vendig

President & Chief Investment Officer, MJP Wealth Advisors

Facts and Numbers

90
%

90% client adoption rate of Pontera

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350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

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Terms of use

Commitment to client protection

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350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.

Connect. Manage. Grow.

Product

Log in

How it works

Features

Integrations

Security

Resources

All resources

About

Leadership

Policy

Careers

News

Facts & rights

Legal

Citations & data

Terms of use

Commitment to client protection

Privacy policy

Privacy preferences

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

2026

©

Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.