In Advisorpedia's latest podcast episode, Pontera's Chief Business Officer David Goldman speaks with Douglas Heikkinen on how advisors can introduce the concept of professionally managed 401(k) accounts to retirement savers. advisorpedia.com/podcasts/servi…

Wow. What. A. Game #WorldCup #FIFAWorldCup #Messi𓃵

401(K) Fintech Platform Pontera Announces Integration With Envestnet spr.ly/601635uSK

Great article from RIAIntel: 401(K) Fintech Platform Pontera Announces Integration With Envestnet. hubs.li/Q01B6XnD0 #RetireBetter #retirementplanning #wealthmanagement #fintech

More news today from #realinsite about our new #WovePlatform. #PershingX announced collaborations with Salesforce PureFacts Financial and Pontera to help add retirement planning, billing and client onboarding technologies. Read more here. ow.ly/Zvw550OHS7A

Pontera is excited to integrate its solution into BNY Pershing's #WovePlatform, allowing advisors to analyze, rebalance, and bill on 401(k) and other held-away retirement accounts to deliver holistic financial advice and superior outcomes. hubs.li/Q01SF4gx0

Through Pontera, we have ability to align our clients' investment strategy across all accounts, including assets like 401ks, supplemental retirement plans, & other deferred compensation. If your retirement investment strategy needs to be amplified visit: bit.ly/3Q55I1w.

Summit Financial—who oversee approximately $9 billion in assets—will gain access to Pontera's platform to seamlessly manage 401(k) and 403(b) accounts as part of a new strategic partnership announced today. 401kspecialistmag.com/summit-financi…

Who will I see at Carson Group's #Excell in September? I look forward to being part of a panel that will be discussing Managing 401(k) Asests and Held Away Assets This panel will discuss how to best leverage the Pontera solution to offer advice on held away assets

Congratulations Pontera, winner of the TECHNOLOGY PROVIDERS: Portfolio Management, Accounting and Performance Reporting category of the 2023 Wealth Management Industry Awards. #Wealthies

Get ahead for 2024! Join our Dec. 19th webinar at 3pm ET for expert insights into for-fee retirement plan management. Discover strategies for high client satisfaction and AUM growth from a top advisor. Don’t miss the chance to gain a competitive edge! Register now:

Thank you Nasdaq for having me on #TradeTalks to discuss trends in Wealth Management and Technology

I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made) I’ll pick the winners in 72 hours

Discover how wealth managers are seamlessly integrating clients' retirement assets into their broader financial planning process in this in-depth interview between David Goldman and ThinkAdvisor's John C Manganaro: hubs.li/Q02jSxzB0 #Cybersecurity #WealthManagement #Fintech

Do you find it overwhelming to keep up with your investments in your retirement accounts? Should you rebalance? Should you change your allocation? youtu.be/R1m7iAOIlXw #retirementaccounts #401k #403b #financialplanning #pontera #RichardFlahive #HightowerWestchester

Ameritas Adds Pontera's 401(k) Management Platform dlvr.it/T57D4W

Congratulations Pontera, winner of the 401(k) RETIREMENT PLAN SUPPORT: Technology category of the 2024 Wealth Management Industry Awards! #Wealthies

Check out this @BenefitsPro article on the Pontera #401k Literacy Survey. "Participants find plan information confusing, even overwhelming, and question their own investment choices, which is why 74%...want more professional help with their 401ks..." tinyurl.com/3ddth7dc

Have you heard? Oppenheimer & Co. Inc., a top broker and investment bank, is working with Pontera to manage clients' 401(k) accounts. Americans want expert help with workplace accounts; Pontera offers advisors a secure solution to provide that help. Learn more at tinyurl.com/mthenxbs