Pontera

Pontera is a financial technology platform designed to help financial advisors manage clients' retirement accounts more effectively. It specializes in integrating and optimizing 401(k), 403(b), and other workplace retirement plans into comprehensive financial strategies. By providing a secure and centralized platform, advisors can analyze, rebalance, and report on these held-away assets, ensuring that clients' overall financial plans are cohesive and aligned with their objectives.

Key features of Pontera include its ability to unify clients' retirement accounts with other investment portfolios, allowing for household-level management and tax-efficient rebalancing. This integration enables advisors to deliver personalized investment solutions that consider all aspects of a client's financial situation. The platform also supports billing and management functions, making it easier for advisors to provide holistic wealth management services.

Pontera's partnerships with major financial institutions and wealth management software providers further enhance its capabilities, offering a scalable solution for advisors to manage complex financial portfolios efficiently. By streamlining the management of retirement accounts, Pontera helps advisors focus on providing better financial outcomes for their clients, ultimately contributing to more secure and prosperous retirements.

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Website: pontera.com

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