The bridge to better retirement

Pontera enables retirement savers to get help managing their 401(k) from their trusted advisor.

Serving retirement savers across America with trusted firms

SS&C Black Diamond Performance Reporting

Advisors choose Pontera to provide more value to clients

Manage Without Custody

Provide full in-plan management to client accounts held off of your custodian while using a platform that does not allow you to take custody. Provide the value of custody without the need for surprise audits.

Provide holistic planning

Bring more of your clients' accounts into one cohesive strategy. Pontera allows you to monitor and rebalance 401(k), 403(b), and other held away accounts to ensure they are meeting your clients’ needs.

Easy asset location

Optimize tax strategies to grow client wealth. You can allocate your clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using Pontera for in-plan changes.

Consolidate reporting

Provide more insight to your clients while simplifying billing. Pontera integrates with Performance Reporting software so advisors can show their clients more of what’s happening in their portfolio.

Provide peace of mind

Access the ability to rebalance and monitor retirement accounts when it matters most to your clients, and improve client satisfaction by maintaining control during volatile markets or life changes.

Reduce compliance concerns

Improve compliance with regulations while limiting custody and rollover challenges on held away assets. Using Pontera's audit and supervision capabilities, you can help safeguard client assets and remain compliant.