Pontera
Pontera empowers retirement savers by allowing their trusted advisors to manage 401(k), 403(b), and other held-away accounts seamlessly. This platform facilitates optimized tax strategies, enhances portfolio visibility, and ensures consistent monitoring and rebalancing. With SOC 2 certification, Pontera prioritizes data security while helping clients navigate volatile markets effectively.
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Top Pontera Features
- Trusted advisor integration
- Holistic account management
- Tax optimization strategies
- Enhanced portfolio visibility
- Real-time performance monitoring
- Volatility management support
- SOC 2 certified security
- Custodial-like account monitoring
- Compliance assistance for advisors
- Audit and supervision capabilities
- Efficient asset allocation
- Simplified rollover processes
- Multi-account rebalancing tools
- Client satisfaction improvement
- Secure data protection framework
- Streamlined investment insights
- Improved operational efficiency
- Customizable investment strategies
- Direct advisor-client communication
- Integrated financial technology solutions
