Advisors choose Pontera to provide more value to clients

Offer holistic planning
Manage 401(k)s, 403(b)s, and other workplace retirement accounts as part of one cohesive strategy.
Build lasting growth for clients
Serve more clients' held-away accounts and watch their assets grow. More value for them, more scale for your firm.
Reduce operational friction
Guide client accounts without engaging in activities that could trigger custody.
Optimize asset location
Allocate assets across taxable and tax-deferred accounts more efficiently for in-plan changes.
Provide peace of mind
Support clients when it matters most, through volatile markets, life changes, and more.
Strengthen compliance practices
Maintain documentation and records that can support the advisors’ compliance oversight with audit trails and supervision capabilities.

Offer holistic planning
Manage 401(k)s, 403(b)s, and other workplace retirement accounts as part of one cohesive strategy.
Build lasting growth for clients
Serve more clients' held-away accounts and watch their assets grow. More value for them, more scale for your firm.
Reduce operational friction
Guide client accounts without engaging in activities that could trigger custody.
Optimize asset location
Allocate assets across taxable and tax-deferred accounts more efficiently for in-plan changes.
Provide peace of mind
Support clients when it matters most, through volatile markets, life changes, and more.
Strengthen compliance practices
Maintain documentation and records that can support the advisors’ compliance oversight with audit trails and supervision capabilities.

Offer holistic planning
Manage 401(k)s, 403(b)s, and other workplace retirement accounts as part of one cohesive strategy.
Build lasting growth for clients
Serve more clients' held-away accounts and watch their assets grow. More value for them, more scale for your firm.
Reduce operational friction
Guide client accounts without engaging in activities that could trigger custody.
Optimize asset location
Allocate assets across taxable and tax-deferred accounts more efficiently for in-plan changes.
Provide peace of mind
Support clients when it matters most, through volatile markets, life changes, and more.
Strengthen compliance practices
Maintain documentation and records that can support the advisors’ compliance oversight with audit trails and supervision capabilities.

Savers deserve advice on their largest retirement asset

Freedom to choose trusted advice

Retirement savers can receive 401(k) management from their trusted advisor to ensure their own unique needs and plans are addressed.

Guidance where it matters most

Savers can securely connect retirement accounts with their professional advisor for comprehensive, complete portfolio management.

Better retirement outcomes

Advisor guidance builds saver confidence and leads to better long-term results—with professionally managed accounts generating 3 – 4% higher returns per year.¹