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Product

Solutions

Testimonials

Resources

Testimonials

Advisors and retirement savers partner for real results.

Hear from advisors and retirement savers who are using Pontera to connect their 401(k)s and workplace accounts to trusted, professional guidance.

Retirement savers gain confidence and clarity

Retirement savers share how having their 401(k)s managed by their trusted advisor has helped them feel more confident and more in control of their financial future.

“I definitely feel more confident.”

Carson Wealth Pittsburgh client, Teddy Sweeney shares why he believes everyone should trust their financial advisor to manage their 401(k).

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“I know it's in good hands.”

Ironwood Wealth Management client Jeff Cyr shares the relief he feels knowing his 401(k) is being managed by his trusted financial advisor.

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“It gives you peace of mind.”

Ironwood Wealth Management client Jeremy Abfalter discusses the peace of mind he gets knowing his financial advisor is managing his 401(k) through Pontera.

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“It's the best decision you'll make.”

Ironwood Wealth Management client, Kaushal Mall shares why allowing your financial advisor to manage your 401(k) is a good decision.

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Advisors deliver more complete, connected advice

See how leading wealth advisory firms are using Pontera’s secure platform to connect held-away assets, strengthen trust, and create better outcomes across their client relationships.

“Everyone wins.”

Shirl Penney, CEO of Dynasty Financial Partners, describes the value Pontera delivers to advisors and clients alike.

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“Pontera has allowed us to deliver holistic planning.”

Larry Sprung, Mitlin CEO, talks about the personalized experience they are able to give clients thanks to professional 401(k) management through Pontera.

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“The process for introducing Pontera to clients was very simple.”

Neal McGrath of Carson Wealth Pittsburgh explains the importance of comprehensively managing clients' 401(k)s and other retirement plan accounts to improve client outcomes.

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“From day one clients were giving us positive feedback.”

Magnus CEO Michael Schwartz shares the benefits Pontera brings to his firm and clients by enabling comprehensive 401(k) management.

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“Definitely look into Pontera.”

Cean Kenefick-Rogers, CEO & Founder of Ironwood Wealth Management explains why Pontera makes him a better advisor to his clients by providing better insights into a client's full financial picture.

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“[Pontera] allows you to provide more value to your existing client.”

Jason Kolinsky of Kolinsky Wealth Management shares how Pontera is bridging a critical gap in wealth management planning and helping him grow his book of business.

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“We're able to actually make meaningful changes to our clients' accounts.”

Gideon Drucker, President and CEO of Drucker Wealth Management, explains how Pontera has enabled their firm to offer a comprehensive view of their clients' entire portfolios, fostering deeper, more trusted relationships.

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“Pontera is one of those technologies that has been a lights out gamechanger.”

Lance Drucker, Chairman of Drucker Wealth Management, emphasizes the need for financial advisors to focus on managing client retirement plan accounts—one of the largest assets for Americans. By leveraging Pontera, Drucker Wealth Management is able to effectively manage these funds and boost revenue.

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How leading firms are transforming their practices

Discover how leading wealth advisory firms are using Pontera’s platform to integrate held-away assets, grow trust, and drive better outcomes across their client base.

Amplius Wealth Advisors help clients do more with their wealth with Pontera

Read how Amplius Wealth Advisors use Pontera to manage client 401(k)s to deliver consolidated portfolio insights, optimize tax strategies, and help their clients stay the course amidst volatile markets.

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Hill Investment Group transformed 401(k) guidance into a high-value service

Learn how RIA firm Hill Investment Group leveraged Pontera to transform the challenge of managing held away accounts into a competitive advantage — boosting client satisfaction and optimizing retirement plan performance.

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Held-away shouldn’t mean left behind or hands-off

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Held-away shouldn’t mean left behind or hands-off

Get in touch