Introducing Pontera
Deliver better client outcomes
Monitor, analyze, and reallocate client 401(k)s as part of a comprehensive portfolio strategy.
Enhance your client experience with a white glove approach to retirement assets.
Review fund lineups, historical performance, expense ratios, and more in an intuitive view.
Set target allocations and drift alerts to maintain your custom investment strategy.
Grow retirement savings up to 75% larger with tax-smart, holistic financial advisory.¹
Manage held-away accounts securely
Manage held-away assets without performing activities that trigger custody.
Avoid activities that could trigger custody
Rebalance accounts without performing activities that trigger custody under SEC Custody Rule 206(4)-2.
Supervision records
Download a complete, uneditable auditable rebalancing record suitable for supervision and regulatory review.
Reduce rollover conflicts
Remove rollover conflict of interest under ERISA Sec 406(b) PTE 2020-02 by applying a level fee to all managed accounts
Improve security & privacy practices
Provide peace of mind with Pontera's secure, client-permissioned platform.
No credential sharing
Pontera eliminates the need for advisors to request or store client login credentials.
Security certifications
Pontera is SOC 2 Type II certified by EY and maintains ISO/IEC 27001 compliance.
Privacy compliance
Pontera complies with privacy regulations, including the California Consumer Privacy Act.
Commitment to client protection
Pontera’s Commitment to Client Protection defends financial data at all costs.
Streamline operations, grow your firm
Focus on what matters: Helping a growing number of clients reach a better retirement.
Alleviate back-office time spent on maintaining client account connections.
Empower clients to connect accounts with multi-factor authentication support.
Provide full-portfolio reporting and billing via 12+ platform integrations.
Provide more value for clients and more scale for your firm by managing clients' 401(k), 403(b), and other retirement accounts.
Partners & integrations
¹ Vanguard Advisor's Alpha, 2025