Americans want professional advice on their 401(k)s.
Manage and rebalance clients’ held away assets and expand your business with Pontera’s easy-to-use platform.
The majority of workers want guidance on their retirement accounts.*
Clients want personalized management tailored to their specific needs by an advisor they already know and trust.
Professional guidance gives retirement savers peace of mind.
Retirement savers are more likely to feel very confident in their 401(k) investment decisions when they receive professional help versus those who don't receive help.*
Pontera empowers advisors to provide professional 401(k) management.
The median American family holds nearly half of their net worth in retirement plan accounts, but they often go unmanaged. Pontera allows advisors to proactively manage held away accounts so clients can retire with confidence.
Holistic management
Comprehensively manage and rebalance on 401(k)s, 403(b)s, and other held away assets, alongside your clients’ entire financial portfolio
More value for clients, more scale for your firm
Firms that use Pontera see client adoption rates up to 88%†
Keep compliance and security top-of-mind
Pontera adheres to internationally recognized standards to protect client data.
* 2024 401(k) Participant Study, Schwab
† Based on Pontera data