Pontera

Pontera's partnership with 401GO is its first partnership with a 401(k) recordkeeper that will enable financial advisors to debit for their services directly from the retirement accounts they manage. Advisors and their clients have been asking for this functionality. Take a moment to read this ThinkAdvisor coverage by John Manganaro. https://lnkd.in/eeY_eXB9

The strategic partnership between Pontera, the fintech that enables advisors to manage their clients' 401(k) accounts, and 401GO, a tech-forward retirement plan recordkeeper, is great news for financial advisors, retirement savers and sponsors. Read all about it at https://hubs.li/Q02Qt7Sv0.

Exciting news in the DC retirement plan world! Pontera, the fintech company helping #retirement savers receive personalized, in-plan 401(k) management from their trusted financial advisor, has formed a strategic partnership with 401GO, a fast-growing retirement plan provider using advanced technology to better serve - and enable more choice - for plan participants, plan sponsors and financial advisors. https://lnkd.in/ezyGRuxs #retirebetter #retirement #fintech #recordkeeper #401k

We’re excited for day 2 of the Future Proof Festival! Come visit us at booth #715 and roll the dice for a chance to win a Yeti tumbler.  #futureproof #401k #retirebetter #fintech #retirement

Do you know a financial advisor who would benefit from using Pontera? Refer them at https://hubs.li/Q02PZCQ_0. #retirebetter #401k #betteradvice #retirement #financialplanning

#FutureProof, the biggest wealth management event of the year, is underway! If you’re in Huntington Beach, visit Pontera at Booth #715 to learn how you can deliver more value to clients – and oversee more of their financial assets – by managing their 401(k)s and other workplace retirement accounts. Plus, you get a chance to win a Yeti tumbler and other prizes! Schedule a meeting to learn more. https://hubs.li/Q02PZdlh0 #401k #retirebetter #fintech #retirement #futureproof

We can’t wait to see you this week at #FutureProof! Visit Pontera at Booth #715 for a first-hand look at how Pontera’s secure platform empowers advisors to view, analyze, and rebalance their clients’ 401(k) accounts as part of a holistic strategy. We also have games, prizes, and more. Schedule a meeting to learn more. https://lnkd.in/e_hgXFds #401k #retirebetter #fintech #retirement #futureproof

When advisors offer to manage clients’ 401(k)s through Pontera, 88% say Yes!, because better insights yield better portfolio outcomes. If you’re attending Future Proof next week, visit us at Booth #715 to learn how you can manage clients’ workplace retirement accounts with Pontera and deliver an even higher level of wealth management. Plus, earn a chance to win a Yeti tumbler and other prizes! Schedule a meeting today at https://lnkd.in/e_hgXFds #401k #retirebetter #fintech #retirement #futureproof

Many thanks to Derek Wittjohann, CFP®, CPWA®, COO at Premier Path Wealth Partners, for the positive feedback he shared with InvestmentNews in the story "Wired for Success." “Pontera is a technology platform that provides clients the ability to have their 401(k)/employer retirement plan managed by our firm as part of their comprehensive financial plan." Check out what other advisors say about their "best-in-class" technology https://lnkd.in/etK4GTDi #retirebetter #401k #retirement #fintech #RIA

Pontera’s deep integrations with Orion enable financial advisors to manage, bill, and run reporting and compliance on their clients’ 401(k) and other workplace-sponsored accounts. Orion and Pontera together make it even easier for advisors to deliver more comprehensive portfolio strategies that incorporate all, not just some, of their clients’ financial accounts. Learn more at https://hubs.li/Q02PcwkK0 #401k #fintech #ria #integrations