Browsing Tag
Pontera
17 posts
Corporate Roundup: Pontera, 401GO Partnership, Vestwell and Commonwealth Expand Collaboration
The latest news from Pontera, 401GO, Vestwell, Commonwealth, and more
September 20, 2024
Pontera, Stifel Partner to Securely Manage Client 401(k)s
Collaboration unveiled today extends capabilities of more than 2,400 Stifel advisors serving over 200,000 clients
May 14, 2024
Pontera Builds Out DC Partnerships Unit with Trio of Experienced Hires
Jerry Bonnabeau joins in new role as Head of DC Partnerships; Kevin Amoruso as Director, DC Strategic Relationships; and Todd Stablewski as Director, DC Partnerships
April 8, 2024
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more
February 16, 2024
Commonwealth Latest to Partner with Pontera on 401(k) Management
The New York-based software platform will allow Commonwealth advisors to manage and trade clients' 401(k) and 403(b) accounts
January 17, 2024
Summit Financial is Latest Strategic Partner for Pontera
Deal provides Summit advisors with access to Pontera platform to comprehensively and transparently manage 401(k), 403(b) and other retirement accounts
August 23, 2023
Founders Financial, Pontera Partner to Help Advisors Manage Held-Away 401(k)s
Strategic partnership enables Founders advisors to manage held-away accounts using Pontera
July 20, 2023
OneDigital Partners with Pontera to Help Participants with Their 401(k)s
Partnership announced today enables wealth managers to offer premium in-plan guidance to clients
April 25, 2023
Pontera Brings 401(k) Management Support to Lion Street
Lion Street’s wealth managers will be able to analyze held-away account fund lineups, review performance and fees, and rebalance accounts with Pontera’s support
March 28, 2023
Pontera and AssetBook Collaborate on Retirement Portfolio Management Support
The partnership between Pontera and AssetBook allows advisors to view, monitor, report and bill on 401(k), 403(b), and other held-away assets
March 22, 2023