What's new on the Pontera platform?
Stay up to date on the latest platform releases, product-forward events, and monthly product digests.
Product release feature highlights
Learn about the latest and greatest Pontera product releases.
Unify your workflow and get single pane of glass visibility with Pontera’s Orion Eclipse integration
Bring held-away accounts, such as 401(k)s, into the same workflows advisors already use to build, oversee, and rebalance portfolios, allowing you to: • Provide truly holistic, tax-aware advice • Offer broader investment strategies • Rebalance at scale
Released
for Advisors
Connect NFL accounts to Pontera
We’re pleased to add this new financial institution to our supported list, expanding advisors' scope of Pontera eligible accounts. • Expand your client base on Pontera • Same account management tools • Same client experience
Released
for Advisors
Gain more control with order cancellation
Need to revise an order? No problem. You can now cancel submitted orders directly within Pontera up to 45 minutes, or your firm's authorized time frame, after it's been submitted. • Cancel orders right in platform • No outreach to support needed • Home offices can customize cancellation window
Released
for Advisors
Unify your workflow and get single pane of glass visibility with Pontera’s Orion Eclipse integration
Bring held-away accounts, such as 401(k)s, into the same workflows advisors already use to build, oversee, and rebalance portfolios, allowing you to: • Provide truly holistic, tax-aware advice • Offer broader investment strategies • Rebalance at scale
Released
for Advisors
Connect NFL accounts to Pontera
We’re pleased to add this new financial institution to our supported list, expanding advisors' scope of Pontera eligible accounts. • Expand your client base on Pontera • Same account management tools • Same client experience
Released
for Advisors
Gain more control with order cancellation
Need to revise an order? No problem. You can now cancel submitted orders directly within Pontera up to 45 minutes, or your firm's authorized time frame, after it's been submitted. • Cancel orders right in platform • No outreach to support needed • Home offices can customize cancellation window
Released
for Advisors
Unify your workflow and get single pane of glass visibility with Pontera’s Orion Eclipse integration
Bring held-away accounts, such as 401(k)s, into the same workflows advisors already use to build, oversee, and rebalance portfolios, allowing you to: • Provide truly holistic, tax-aware advice • Offer broader investment strategies • Rebalance at scale
Released
for Advisors
Connect NFL accounts to Pontera
We’re pleased to add this new financial institution to our supported list, expanding advisors' scope of Pontera eligible accounts. • Expand your client base on Pontera • Same account management tools • Same client experience
Released
for Advisors
Gain more control with order cancellation
Need to revise an order? No problem. You can now cancel submitted orders directly within Pontera up to 45 minutes, or your firm's authorized time frame, after it's been submitted. • Cancel orders right in platform • No outreach to support needed • Home offices can customize cancellation window
Released
for Advisors
Pontera insider events
Join us for product forward events and happenings to get Pontera insider tips.
Pontera Product Pulse
Our monthly digest detailing what’s been released and how to leverage it for a better experience on Pontera.
Greater autonomy for firms. Improved scannability for advisors.
March’s product enhancements empowered firm administrators with self-service tools and optimized the advisor experience through cleaner, more intuitive data views. These updates reduce operational bottlenecks and allow your team to focus more on client strategy and less on administrative coordination.
Product digest
for Advisors
for Advisors
Clearer workflows for firms. Increased efficiency for advisors.
January’s product release updates were focused on streamlined workflows allowing advisors to integrate plan details more easily into their day-to-day processes and home offices to simplify advisor operations in Pontera. Highlights include our Orion Eclipse integration, enhanced plans-view, & order cancellation.
Product digest
for Home offices
for Home offices
Advanced administrative control. Streamlined billing for home offices.
February’s product enhancements refined administrative oversight and simplified financial operations for home office teams. We’ve introduced more granular billing oversight and enhanced role comparison tools to provide home offices with better command over their firm’s workflows and transparency into their Pontera experience.
Product digest
for Advisors
for Advisors
Greater autonomy for firms. Improved scannability for advisors.
March’s product enhancements empowered firm administrators with self-service tools and optimized the advisor experience through cleaner, more intuitive data views. These updates reduce operational bottlenecks and allow your team to focus more on client strategy and less on administrative coordination.
Product digest
for Advisors
for Advisors
Advanced administrative control. Streamlined billing for home offices.
February’s product enhancements refined administrative oversight and simplified financial operations for home office teams. We’ve introduced more granular billing oversight and enhanced role comparison tools to provide home offices with better command over their firm’s workflows and transparency into their Pontera experience.
Product digest
for Advisors
for Advisors
Clearer workflows for firms. Increased efficiency for advisors.
January’s product release updates were focused on streamlined workflows allowing advisors to integrate plan details more easily into their day-to-day processes and home offices to simplify advisor operations in Pontera. Highlights include our Orion Eclipse integration, enhanced plans-view, & order cancellation.
Product digest
for Home offices
for Home offices