Pontera has formed a partnership with Independent Advisor Alliance (IAA) to offer wealth management services to IAA advisors by integrating workplace retirement accounts into their financial planning process.
Through Pontera’s platform, IAA’s 140 partner firms can view, analyze and manage their clients’ 401(k)s and other workplace-sponsored retirement plan accounts. Pontera’s platform integrates with SS&C Black Diamond, a performance reporting and client billing functionality.
“Pontera helps clients get trusted, professional management in their 401(k)s the same as they seek in their other accounts,” said Peter Nolan, VP of enterprise business development at Pontera, in the announcement. “Our secure platform enables individuals with more complex financial needs to get holistic advice from their chosen advisor and fuel better outcomes.”
IAA provides its advisors with a suite of programs and support services designed to navigate the complexities of business ownership.
“From day one, IAA has been focused on empowering advisors with the resources and support they need to execute their business vision,” said Robert Russo, IAA’s founder and CEO. “Our partnership with Pontera demonstrates our dedication to providing innovative solutions to compete and succeed in the marketplace.”
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
