Pontera

Infrastructure for modern, connected retirement planning

[Pontera @Pontera]

Join leaders from @orionwealthtech, @GeoWealthTech, Compound Planning, @FPA_MetroNY, & Pontera for a conversation about building a tech stack for the future of wealth management.

Save your seat: https://t.co/bv44OPvvrc

[Financial Technology Association @fintechassoc]

2/ @Pontera helps financial advisors manage clients’ 401(k)s and other held-away retirement accounts, bringing more of their financial picture into view.

[Pontera @Pontera]

Only a few hours left. See how leading firms are thinking about what comes next.

Join leaders from @orionwealthtech, @GeoWealthTech, @Compound, @FPA_MetroNY

Save your seat before we go live. https://t.co/bv44OPvvrc

[Pontera @Pontera]

Join leaders from @orionwealthtech, @GeoWealthTech, Compound Planning, @FPA_MetroNY, & Pontera for a conversation about building a tech stack for the future of wealth management.

Save your seat: https://t.co/bv44OPvvrc

[Pontera @Pontera]

The best tech stack isn’t the one with the most tools. It’s the one where the tools work together.

We’ll unpack these ideas with leaders from @orionwealthtech, @GeoWealthTech, @Compound, @fpassociation, & Pontera. Don’t miss it: https://t.co/bv44OPuXBE

[Pontera @Pontera]

The best tech stack isn’t the one with the most tools. It’s the one where the tools work together.

We’ll unpack these ideas with leaders from @orionwealthtech, @GeoWealthTech, @Compound, @fpassociation, & Pontera. Don’t miss it: https://t.co/bv44OPuXBE

[Pontera @Pontera]

Learn more about the value of professional portfolio management: https://t.co/rz3rHmPpQe

[Pontera @Pontera]

If Pontera is already available at your firm, which eligible client could you bring into the picture next?

Here’s how top advisors make 401(k) management an easy “yes”: https://t.co/ilRdgeWhvq

[Financial Technology Association @fintechassoc]

2/ 8 in 10 Americans use fintech to manage their financial lives, with the average person using 3 to 4 apps. Fintech continues to deliver easier-to-use, more transparent, and more affordable financial products for Americans.

[Pontera @Pontera]

LAST CHANCE: Learn the market opportunity behind holistic 401(k) management and how @AdvisorEngine and Pontera work together across advisor workflows.

2PM ET today.

Get a live demo and Q&A: https://t.co/vDuaWwhWIa

[Pontera @Pontera]

Join @AdvisorEngine and Pontera for a live webinar TOMORROW to see how connected technology helps advisors streamline operations, grow their firm, and amplify client value.

https://t.co/vDuaWwhoSC

[Pontera @Pontera]

🚨 Today’s the day. We’re going live at 1 p.m. ET for an AMA-style roundtable with retirement experts and @401kspecmag.

Last chance to register: https://t.co/Ka25lNd8jc

[Financial Technology Association @fintechassoc]

Who gets a say in the future of 401(k) advice?

On Sept. 2, @Pontera is bringing together leaders to discuss technology, access to advice, and consumer choice.

📅 September 2 | 1 PM ET
💻 Virtual

Learn more and register: https://t.co/ll4DWhF0n2

[Pontera @Pontera]

Pontera & @401kspecmag are bringing together experts from regulation, retirement policy, fintech, & wealth management for a live roundtable on technology, trust, & the future of 401(k) advice.

They’ll be answering your top questions. Register here: https://t.co/t9QauotiTl

[Pontera @Pontera]

🚨 LIVE FROM THE TOP OF THE EMPIRE STATE BUILDING 🚨

(aka Pontera HQ)

#FreeYour401k

[Pontera @Pontera]

MJP Wealth Advisors used Pontera to bring employer-sponsored retirement plans into the advisory relationship to deliver more connected, more proactive guidance.

Learn how they’re using technology to better serve their clients: https://t.co/iZiVobcnCM

[Pontera @Pontera]

This New York Times piece is a good reminder: Target-Date Funds have made retirement investing more approachable by bringing simplicity and automation to millions of workers.

But some retirement savers may need a more personalized approach.

https://t.co/YMiC106yxg

[Orion WealthTech @orionwealthtech]

Orion + @Pontera are expanding our integration 🤝

Advisors can now bring 401(k)s, 403(b)s & more into Orion Eclipse workflows — enabling tax-aware strategies, portfolio rebalancing at scale, and a more complete client view.

Learn more: https://t.co/HE3D8Upelj

[InvestmentNews @investmentnews]

#INTV: David Goldman, a 2025 InvestmentNews Hot List winner, leads Pontera with a mission to empower advisors through technology—enhancing retirement outcomes while preserving the human relationships that matter most.

https://t.co/1duFcSf5SB

[Pontera @Pontera]

In his conversation with @TheDailyUpside, Pontera’s Steve Wolf shares what advisors are seeing as retirement continues to shift toward individual responsibility:

Watch the full interview: https://t.co/z3RTPXbqei