Pontera

What is Pontera?

Pontera is a fintech platform designed to enable financial advisors to securely aggregate, monitor, rebalance, and report on clients’ “held‑away” retirement accounts—such as 401(k), 403(b), and other defined contribution plans—even when those accounts are outside the advisor’s custodian

How do sapphire advisors get access to pontera?

Book a time with one of the Advisor Success Reps at Pontera for a quick training and then Pontera will set up login credentials for you: Pontera Training

Pricing: 30 Bps which is passed on to the advisor.