Safeguarding retirement accounts is our top priority

Pontera is a trusted vendor in handling sensitive personal financial information for some of the largest financial institutions in the country.

Secure server environment

Our systems are on a private network, behind multiple independent levels of firewall and within a secured facility that is safeguarded physically and electronically. Access to the servers is restricted to a limited number of system administrators with personal access keys, IP restrictions, and only over secure channels.


Pontera is certified with a SOC (Service Organization Control) 2 – Security, Availability, and Confidentiality – type 2 report, which provides assurance about the controls and the systems Pontera uses to process users’ data and the confidentiality and privacy of the information processed.

Highest levels of encryption

We use the industry’s highest levels of encryption on all identifiers and communication. This includes SSL encryption for all traffic and 256-bit encryption on all data, which meets the Advanced Encryption Standard.

Additional security features

Pontera employs several security features that make it more difficult for any hackers attempting to extract data from our system.

As an additional precaution, Pontera holds cyber security insurance through AIG as well as crime insurance through Heritage Insurance. These policies were implemented as part of our SOC II compliance and vetted by Ernst & Young .

Find out more

Learn how you can help clients achieve greater financial outcomes and why industry leaders choose Pontera.