Pontera
Unify held-away assets for comprehensive wealth management.
"Pontera enables RIAs to securely incorporate held-away assets, such as 401(k)s and other retirement accounts, into their clients' overall portfolio management and financial planning. The platform provides a unified view of all assets, facilitating more comprehensive advice and potentially improving client outcomes. Firms use Pontera to gain a holistic understanding of their clients' financial picture and offer more tailored investment strategies."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Pontera provides a unified view of client assets by integrating held-away retirement accounts into existing wealth management platforms."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Pontera integrates into institutional RIA stacks.
Alternative Peer Landscapes
3Equity
Actionable business intelligence for RIA operational excellence.
401GO
Simplified 401(k) implementation and management for RIAs.
AbsoluteCapital
Comprehensive held-away asset management for RIAs.
Absolute Engagement
Unlock client loyalty with data-driven engagement.
Acclivity
AI-powered client engagement for modern RIAs.
AdvicePay
AdvicePay: Modern billing for modern financial advisors.