Pontera

Pontera is a financial-advisor software platform that helps advisors manage and rebalance clients’ employer‑sponsored retirement accounts (401(k)s, 403(b)s) as part of a holistic portfolio. The platform aggregates plan data, automates trading and rebalancing across workplace accounts, and provides reporting and workflow tools to include retirement assets in comprehensive advice. Pontera focuses on secure, compliant connectivity to plan providers and custodians so RIAs and wealth managers can scale retirement-account management. Advisors use it to streamline operations, maintain oversight, and improve outcomes for clients’ workplace retirement savings.