Get the most out of your Pontera x Orion integration
With a unified investment management experience, firms can construct portfolios, align to client goals, and rebalance efficiently at the household level—treating held-away assets not as an exception, but as a core component of holistic advice.
Pontera integrates with Orion to deliver comprehensive retirement plan-level details such as investment options, expense ratios, and plan restrictions.
A unified Orion × Pontera workflow helps every role in the firm work smarter, scale faster, and deliver a better service to clients.
Explore how the integration supports your team.
Home office
Build lasting growth for clients by managing held-away assets through your firm's centralized platform and integrated tech stack - helping advisors focus on client engagement while supporting scalable advice.
Home office
Build lasting growth for clients by managing held-away assets through your firm's centralized platform and integrated tech stack - helping advisors focus on client engagement while supporting scalable advice.
Centralized traders
Drive faster, more consistent execution at scale through unified plan-level data and multi-account rebalancing in Eclipse.
Centralized traders
Drive faster, more consistent execution at scale through unified plan-level data and multi-account rebalancing in Eclipse.
Advisors
Power tax-aware, household-level strategies and free up time for more meaningful client conversations.
Advisors
Power tax-aware, household-level strategies and free up time for more meaningful client conversations.
Home office
Build lasting growth for clients by managing held-away assets through your firm's centralized platform and integrated tech stack - helping advisors focus on client engagement while supporting scalable advice.
Centralized traders
Drive faster, more consistent execution at scale through unified plan-level data and multi-account rebalancing in Eclipse.
Advisors
Power tax-aware, household-level strategies and free up time for more meaningful client conversations.
Ready to put the integration to use? Start with this video.
Ready to put the integration to use? Start with this video.
Ready to put the integration to use? Start with this video.
Put this integration into practice
Put this integration into practice
Deliver holistic advice
Deliver holistic advice
Deliver holistic advice
Tax optimization
Automate asset location in Orion Eclipse to align 401(k) investments with household strategies and improve after-tax outcomes.
Tax optimization
Automate asset location in Orion Eclipse to align 401(k) investments with household strategies and improve after-tax outcomes.
Peace of mind
Give clients confidence that their retirement assets are professionally managed and fully coordinated with their broader portfolio.
Peace of mind
Give clients confidence that their retirement assets are professionally managed and fully coordinated with their broader portfolio.
Tax optimization
Automate asset location in Orion Eclipse to align 401(k) investments with household strategies and improve after-tax outcomes.
Peace of mind
Give clients confidence that their retirement assets are professionally managed and fully coordinated with their broader portfolio.
Unify data & workflows
Unify data & workflows
Unify data & workflows
Plan-level data, integrated
Automatically ingest and assign restricted plan data in Orion Eclipse—eliminating manual maintenance and simplifying research and portfolio construction across hundreds or thousands of plans.
Plan-level data, integrated
Automatically ingest and assign restricted plan data in Orion Eclipse—eliminating manual maintenance and simplifying research and portfolio construction across hundreds or thousands of plans.
Rebalance at scale
Manage portfolios and rebalance up to 100 401(k) accounts in a single Pontera Order File, reducing ‘swivel’ and operational friction.
Rebalance at scale
Manage portfolios and rebalance up to 100 401(k) accounts in a single Pontera Order File, reducing ‘swivel’ and operational friction.
Plan-level data, integrated
Automatically ingest and assign restricted plan data in Orion Eclipse—eliminating manual maintenance and simplifying research and portfolio construction across hundreds or thousands of plans.
Rebalance at scale
Manage portfolios and rebalance up to 100 401(k) accounts in a single Pontera Order File, reducing ‘swivel’ and operational friction.
Drive growth & differentiation
Drive growth & differentiation
Drive growth & differentiation
Empower advisors
Centralize held-away asset management so every advisor can deliver consistent, high-value holistic advice.
Empower advisors
Centralize held-away asset management so every advisor can deliver consistent, high-value holistic advice.
Unlock new growth
Offer centralized 401(k) management as a value-added service—driving organic growth, differentiation, and increased oversight.
Unlock new growth
Offer centralized 401(k) management as a value-added service—driving organic growth, differentiation, and increased oversight.
Empower advisors
Centralize held-away asset management so every advisor can deliver consistent, high-value holistic advice.
Unlock new growth
Offer centralized 401(k) management as a value-added service—driving organic growth, differentiation, and increased oversight.
On-demand webinar: Streamlined and tax-intelligent rebalancing at scale with Pontera and Orion Eclipse
On-demand webinar: Streamlined and tax-intelligent rebalancing at scale with Pontera and Orion Eclipse
On-demand webinar: Streamlined and tax-intelligent rebalancing at scale with Pontera and Orion Eclipse
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.