Pontera | Financial Advisor Software for 401k Management
WEBPontera is a platform that helps advisors manage and trade their clients' retirement accounts, including 401 (k)s and 403 (b)s, as part of a holistic portfolio. It also provides retirement savers with access to professional advice and …
About Us - Pontera
WEBPontera is a company that provides a secure and seamless platform for financial advisors to manage 401 (k) and other held away accounts. Learn more about their mission, team, partners, investors and open roles.
Held Away Order Management System - Pontera
WEBPontera is a platform that enables advisors to rebalance and manage held away accounts, such as 401 (k)s and 403 (b)s, across multiple financial institutions. Pontera integrates with portfolio management systems, provides audit trails …
Pontera - LinkedIn
WEBPontera is a software development company that enables financial advisors to securely and compliantly manage their clients' 401 (k)s, 403 (b)s, and other workplace-sponsored...
Pontera Links With New ‘Tech-Forward’ Recordkeeper
WEB16 hours ago · Pontera has established a strategic partnership with 401GO meant to empower those saving in workplace retirement plans to receive personalized 401(k) account management from their own advisor.
Pontera and 401GO partner to enable personalized 401(k) …
WEB1 day ago · Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s ...
Pontera Raises $60 Million to Help US Workers Retire Better
WEBDec 7, 2023 · Pontera is a platform that helps financial advisors manage their clients' 401 (k) and other retirement plan assets across hundreds of financial institutions. It has raised...
FinTech FeeX Secures $80M in New Investment, Changes Name to Pontera
WEBFeb 23, 2022 · Pontera (formerly FeeX) is a FinTech company that helps financial advisors manage their clients' held away accounts, such as 401 (k)s and 403 (b)s. The company has raised $80...
Pontera Expands 401(k) Advice Capabilities with 401GO Partnership
WEB15 hours ago · Pontera, the fintech company that helps retirement savers access professional 401 (k) account management from their financial advisor, has announced a new strategic partnership with 401GO that will enable advisors to be paid directly from clients’ 401 (k) accounts. Working with Pontera's technology, 401GO will be able to …
Pontera and 401GO partner to enable personalized 401(k) …
WEB16 hours ago · Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and report on clients’ assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. Our secure, purpose-built platform, seamlessly integrated with advisors’ portfolio management tools, is ...