Summit Financial advisors—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.
“The addition of Pontera to our comprehensive suite of digital tools will enrich both client experiences and outcomes with extensive held-away account management.”
Stan Gregor, CEO of Summit Financial Holdings
Pontera’s platform will enable Summit advisors to offer clients a holistic view of their portfolio. Using Pontera, Summit advisors can help grow clients’ wealth by analyzing, rebalancing, and monitoring held-away accounts as part of their investment strategies.
“At our core, Summit is hyper-focused on empowering growth for our advisors and their clients. The addition of Pontera to our comprehensive suite of digital tools will enrich both client experiences and outcomes with extensive held-away account management,” said Stan Gregor, CEO of Summit Financial Holdings. “We remain committed to arming our advisors with top-tier modern tools that not only foster business expansion and deepen client relationships, but also unlock growth potential.”
The platform integrates with Addepar to facilitate all-encompassing performance reporting and billing, providing clients with increased clarity into their finances. With SOC 2 Type II compliance and ISO-27001 certification, Pontera also has features that help streamline compliance processes such as automatic supervision logging.
“We look forward to working closely with the Summit advisor community,” said David Goldman, Chief Business Officer at NYC-based Pontera. “Summit is known for sustaining generations-long client relationships through incredible service. In over a decade assisting Americans to understand and optimize their retirement plan accounts, we’ve seen overwhelming demand for help from personal advisors to incorporate these assets in a comprehensive strategy. We are pleased to support even more advisors in delivering this guidance.”
Parsippany, N.J.-based Summit Financial, a firm for values-driven independent and breakaway advisors, features a unique partnership model that allows for greater opportunity and ownership.
SEE ALSO:
• Founders Financial, Pontera Partner to Help Advisors Manage Held-Away 401(k)s
• OneDigital Partners with Pontera to Help Participants with Their 401(k)s
• Pontera Integrates its 401(k) Management Capabilities into Envestnet’s Ecosystem
• Sanctuary Wealth Partners with Pontera for Held-Away Accounts Support