Pontera is a trusted solution for thousands of financial advisors and some of the largest financial institutions in the world. Pontera is SOC 2 certified and uses bank level security architecture to …

With Pontera, advisors can communicate a buy or sell order to held away accounts, including 401 (k)s, 403 (b)s and more, across hundreds of leading financial institutions. Pontera integrates …

Pontera is on a mission to help Americans retire better. Learn more about our team and what inspires us to create solutions.

3 天之前 · Pontera provides access to retirement plan fund lineups, which are visible within Orion’s Eclipse trading system. This means firms can manage household allocations, including …

2024年8月28日 · Pontera has proven popular among advisors and clients, and has spawned competitors such as Absolute Capital and Future Capital as alternatives for managing clients' …

NEW YORK, Jan. 7, 2025 /PRNewswire/ -- Pontera ™, the fintech company helping retirement savers receive 401 (k) account management from their chosen financial advisor, and …

6 天之前 · Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on clients' assets in 401(k)s, …

Securely manage held away accounts and improve retirement planning with Pontera's platform for financial advisors.

Pontera is dedicated to enabling financial advisors to securely and compliantly manage their client’s retirement plan accounts. Your security and privacy are our top priority. To safeguard …

4 天之前 · Orion and Pontera are ramping up support for advisors with a retirement-investing focus through a new industry-leading collaboration. The two fintech firms have launched a new …