Unified experience connecting Pontera and Orion
Unified experience connecting Pontera and Orion
Securely connect, view, and rebalance clients’ held-away retirement accounts directly within the Orion platform.
Already using the integration? Learn how to get the most out of your experience.
Many clients’ largest investments live within employer-sponsored retirement accounts. Orion’s partnership with Pontera helps you bring those accounts into your technology stack, delivering visibility, and oversight across more accounts in a client’s household.
A seamless integration to help you level up
A seamless integration to help you level up
Featured resources
Holistic management
Deliver a value-added service to clients by managing all household assets and optimizing tax efficiency to achieve overall financial goals.
Holistic management
Deliver a value-added service to clients by managing all household assets and optimizing tax efficiency to achieve overall financial goals.
Efficiency
Save time by combining Pontera's 401(k) capabilities with Eclipse's automated and tax-intelligent rebalancing.
Efficiency
Save time by combining Pontera's 401(k) capabilities with Eclipse's automated and tax-intelligent rebalancing.
Scalability
Streamline investment research, model management, and rebalancing by integrating data and workflows in Eclipse.
Scalability
Streamline investment research, model management, and rebalancing by integrating data and workflows in Eclipse.
Growth
Differentiate your firm with a more comprehensive advisor and client experience that fuels organic growth.
Growth
Differentiate your firm with a more comprehensive advisor and client experience that fuels organic growth.
Holistic management
Deliver a value-added service to clients by managing all household assets and optimizing tax efficiency to achieve overall financial goals.
Scalability
Streamline investment research, model management, and rebalancing by integrating data and workflows in Eclipse.
Efficiency
Save time by combining Pontera's 401(k) capabilities with Eclipse's automated and tax-intelligent rebalancing.
Growth
Differentiate your firm with a more comprehensive advisor and client experience that fuels organic growth.
Purpose-built features
View retirement plans
See comprehensive plan-level information, including the fund lineup, fund-level details and changes, and plan restrictions.
Holistic portfolio management
Rebalance at scale
Manage orders
View retirement plans
See comprehensive plan-level information, including the fund lineup, fund-level details and changes, and plan restrictions.
Holistic portfolio management
Rebalance at scale
Manage orders
View retirement plans
See comprehensive plan-level information, including the fund lineup, fund-level details and changes, and plan restrictions.
Holistic portfolio management
Rebalance at scale
Manage orders
View retirement plans
See comprehensive plan-level information, including the fund lineup, fund-level details and changes, and plan restrictions.
Holistic portfolio management
Rebalance at scale
Manage orders
Frequently asked questions
What is Orion Eclipse?
Eclipse is Orion's next generation trading and rebalancing platform. Eclipse trading constantly monitors portfolios to offer smart and timely rebalancing and tax-loss harvesting suggestions.
What is Orion Eclipse?
Eclipse is Orion's next generation trading and rebalancing platform. Eclipse trading constantly monitors portfolios to offer smart and timely rebalancing and tax-loss harvesting suggestions.
What is Orion Eclipse?
Eclipse is Orion's next generation trading and rebalancing platform. Eclipse trading constantly monitors portfolios to offer smart and timely rebalancing and tax-loss harvesting suggestions.
How does the Orion Eclipse x Pontera integration work?
Pontera sends Orion fund-level data (fund lineup, fact sheets, expense ratios) to create Restricted Plans in Orion Eclipse. Users can leverage these plans to include Pontera-held accounts in models and generate rebalances. Eclipse then provides the option to export up to 100 rebalances in one file that can be imported back into Pontera, to communicate to the recordkeepers.
How does the Orion Eclipse x Pontera integration work?
Pontera sends Orion fund-level data (fund lineup, fact sheets, expense ratios) to create Restricted Plans in Orion Eclipse. Users can leverage these plans to include Pontera-held accounts in models and generate rebalances. Eclipse then provides the option to export up to 100 rebalances in one file that can be imported back into Pontera, to communicate to the recordkeepers.
How does the Orion Eclipse x Pontera integration work?
Pontera sends Orion fund-level data (fund lineup, fact sheets, expense ratios) to create Restricted Plans in Orion Eclipse. Users can leverage these plans to include Pontera-held accounts in models and generate rebalances. Eclipse then provides the option to export up to 100 rebalances in one file that can be imported back into Pontera, to communicate to the recordkeepers.
What type of data does Pontera pass to Orion?
Pontera delivers standard account data to Orion, including accounts, positions, transactions, securities, and prices, three times per day. Pontera also sends plan-related data to Eclipse via API, such as fund details, classifications, expense ratios, and fact sheet URLs daily.
What type of data does Pontera pass to Orion?
Pontera delivers standard account data to Orion, including accounts, positions, transactions, securities, and prices, three times per day. Pontera also sends plan-related data to Eclipse via API, such as fund details, classifications, expense ratios, and fact sheet URLs daily.
What type of data does Pontera pass to Orion?
Pontera delivers standard account data to Orion, including accounts, positions, transactions, securities, and prices, three times per day. Pontera also sends plan-related data to Eclipse via API, such as fund details, classifications, expense ratios, and fact sheet URLs daily.
*Pontera is not a securities exchange, broker-dealer, or alternative trading system under the Securities Exchange Act of 1934, nor a registered investment adviser under the Investment Advisers Act of 1940. “Orders” refer solely to user-directed instructions.