When multiple clients share the same workplace plan, your team often knows the lineup, the allocation approach, and the work that needs to happen.

The hard part is repeating it account by account.

We’ve heard your feedback and are excited to deliver on one of the most requested features in Pontera history. Join us for a live product reveal where we’ll dive into this top requested new workflow that allows firms to scale seamlessly on Pontera.

This session is especially relevant if your firm manages multiple clients in the same workplace plan. You should attend if you are: 

• An advisor with same-plan client clusters

• On a centralized trading team 

• On a trading and investment team

• A home office leader focused on scale and oversight

• At a firm evaluating whether Pontera can support more account-heavy plan growth

Check your email for an email from Riverside.fm: "Live product reveal 2026" and click "Add to your calendar"