Pontera

Looking for the perfect gift? Refer an advisor to Pontera at https://hubs.li/Q030fBr00 and you both can earn a $75 gift card AND help more clients realize the benefits of secure, professional 401(k) management. #retirebetter #401k #betteradvice #retirement #financialplanning

You already know there are lots of reasons why using Pontera is good for clients and for your business. So help spread the word: Refer an advisor to Pontera at https://hubs.li/Q02_McVr0 and you both can earn a $75 gift card. #retirebetter #401k #betteradvice #retirement #financialplanning

📣 We're proud (and grateful) that KWP Growth Partners included Pontera in its inaugural RetireTech Map. The insightful Lisa Kottler and Will Prest are spotlighting 60 innovative, "digital-forward" companies tackling the biggest challenges in workplace retirement companies. Pontera is a fintech company that helps Americans get professional 401(k) account management from their chosen financial advisor, empowering better financial outcomes for a more secure retirement. Check out https://hubs.li/Q02_BLyz0 to learn more about challenger brands in the retirement plan space. #fintech #retirebetter #retirement #401k

ICYMI: Pontera and Independent Advisor Alliance have announced a new partnership that will enable its more than 230 advisors in 140 partner firms across the U.S. to offer 401(k) management as part of an enhanced wealth management service. Learn more at https://lnkd.in/e26WeBA2 #retirebetter #retirement #401k #fintech

Pontera the fintech company enabling retirement savers to receive personalized 401(k) management from their financial advisor, has formed a partnership with Independent Advisor Alliance. This collaboration will enable IAA advisors to offer enhanced wealth management services by integrating clients' workplace retirement accounts into their holistic financial planning process. Learn more at https://lnkd.in/e26WeBA2 #retirebetter #401k #retirement #fintech

Pontera’s secure, client-permissioned technology enables financial advisors to manage their clients’ 401(k)s, 403(b)s, and other workplace retirement accounts as part of a comprehensive wealth management plan. If you know an advisor who could benefit from Pontera, refer them and you both receive a $75 gift card when they complete a platform demo. Visit https://hubs.li/Q02-D-Hg0 for more details. #retirebetter #401k #betteradvice #retirement #financialplanning

Know a financial advisor who would benefit from using Pontera? Refer them at https://hubs.li/Q02-7xZK0. #retirebetter #401k #betteradvice #retirement #financialplanning #fintech

Need some weekend reading? Check out the latest coverage of Pontera's partnership with Oppenheimer & Co. Inc. from Alex Ortolani via PLANSPONSOR. “We believe the Pontera platform gives our advisers greater clarity into their clients’ full financial picture.” -- Bryan McKigney, President, Oppenheimer Asset Management. https://hubs.li/Q02ZdKTv0 #retirebetter #401k #retirement #fintech

Is it really already Thursday? We’re excited (and a little sad) as we kick off the final day of #SchwabIMPACT! Come to Booth #306 and learn how Pontera's secure platform enables RIAs to manage their clients' 401k accounts. Meet our awesome crew (L-R: Jared Welker, Kevin Werner, Drew Parker, and Eric Fitz-Randolph) and earn a chance to win a Tumi Mobile Organizer, Apple Airtag, and other cool prizes. #401k #retirebetter #retirement #fintech

Are you an #RIA attending #SchwabIMPACT? Stop by Pontera (Booth #306) to learn how our secure 401(k) management platform can help you deliver more value to clients AND grow your business. You can also schedule an on-site meeting at https://hubs.li/Q02YVGz20 #401k #retirement #fintech