Pontera
UnclaimedEmpower financial advisors to manage client 401(k)s and other held-away retirement accounts.
Visit WebsiteTL;DR - Pontera
- Enables financial advisors to manage client 401(k)s and held-away accounts.
- Provides holistic financial planning and optimized tax strategies for retirement assets.
- Reduces compliance concerns and improves client satisfaction with professional management.
Pricing: Paid only
Best for: Enterprises & pros
Pricing
Paid
Pontera offers paid plans. Visit their website for current pricing details.
About Pontera
Pontera is a financial technology platform designed to bridge the gap between retirement savers and their trusted financial advisors. It enables advisors to professionally manage clients' 401(k), 403(b), and other held-away retirement accounts directly, without taking custody of the assets. This allows for a more holistic financial planning approach, integrating these accounts into a client's overall wealth strategy.
The platform is built for financial professionals seeking to provide greater value to their clients by offering comprehensive management of all retirement assets. It helps advisors optimize tax strategies, consolidate reporting, and maintain control during market volatility, ultimately aiming to improve client satisfaction and account growth. Pontera also addresses compliance concerns by offering audit and supervision capabilities for held-away assets, reducing the need for rollovers and mitigating custody challenges.
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Pontera FAQ
Pontera is a financial technology platform that allows financial advisors to directly manage their clients' 401(k), 403(b), and other held-away retirement accounts without taking custody of the assets. It helps advisors provide holistic financial planning and optimize retirement savings.
The website does not provide specific pricing information. It is likely a paid service for financial professionals.
No, Pontera is not free. It is a professional software solution designed for financial advisors and firms, suggesting a paid subscription model.
Pontera is for financial professionals and firms, including financial advisors, who want to offer comprehensive management of their clients' 401(k), 403(b), and other held-away retirement accounts to provide more value and holistic financial planning.