August Wealth Management is joining Pontera's 401(K) platform to Leverage the 3.32% Advantage in Professionally Managed Accounts.
Key points
- Holistic Portfolio Management: Pontera lets advisors manage retirement accounts seamlessly within portfolios, simplifying complex details for clients.
- Maximizing Savings and Security: Pontera integrates 401(k) into portfolios, maximizing savings and ensuring security with secure management.
- Peace of Mind: Pontera prioritizes security with SOC 2 certification, allowing advisors to manage accounts securely without direct access or shared credentials, ensuring peace of mind for retirement savers.
August Wealth Management is joining Pontera’s 401(K) Platform, gaining access to a cutting-edge Workplace Retirement Management Platform. This collaboration aligns with Pontera’s commitment to empowering financial advisors and providing comprehensive solutions for both retirement savers and professionals.
For Retirement Savers
Empowering Advisors for Holistic Portfolio Management:
Pontera equips advisors to seamlessly manage and trade clients’ retirement accounts, including 401(k)s and 403(b)s, within the context of a holistic portfolio. This integration aims to conquer information overload, enabling clients to skip deciphering complex plan details on their own.
Unlocking Saving Potential:
By managing 401(k) accounts within the broader financial portfolio, Pontera ensures clients can maximize asset allocation and tax strategies. This approach aims to eliminate siloed views, providing a comprehensive strategy aligned with individualized financial plans.
Peace of Mind:
Pontera prioritizes the security of retirement savers’ accounts. Advisors can manage accounts without direct access or shared credentials, enhancing peace of mind. Pontera’s SOC 2 certification underscores its commitment to using state-of-the-art cybersecurity to safeguard financial information.
For Advisors
Enhancing Retirement Outcomes:
Studies show professionally managed retirement accounts can grow significantly, and Pontera enables advisors to securely manage 401(k), 403(b), and other defined contribution plans. This platform facilitates a holistic portfolio strategy to improve retirement outcomes for clients.
Informed Advice and Management:
Pontera provides advisors with an intuitive interface for rebalancing within plan accounts. Advisors can compare fees, historical returns, set target allocations, and receive alerts for customized boundaries. Integration with portfolio performance reporting and billing solutions enhances advisors’ ability to deliver consolidated insights.
Strengthening Client Relationships:
Advisors integrating Pontera report high adoption rates among eligible clients. By employing cohesive rebalancing and tax strategies, advisors can enhance clients’ confidence and satisfaction, especially during volatile markets, ultimately delivering long-term results.
Comprehensive Plan Analysis:
Pontera simplifies the analysis of retirement funds by offering standardized comparisons of fund options, fees, and allocations across custodians. This minimizes the risk of human error, ensuring advisors can make recommendations in the best interest of their clients with ease.
Summary
Joining Pontera’s 401(K) Platform, August Wealth Management’s collaboration marks a significant step towards delivering enhanced financial services, combining expertise and technology to meet the evolving needs of both advisors and retirement savers.
Frequently asked questions (FAQs)
How does Pontera’s 401(k) Management Platform benefit me as a retirement saver?
Pontera’s platform empowers advisors to manage and trade your retirement accounts seamlessly within a holistic portfolio. This ensures optimized asset allocation and tax strategies, eliminating the need for you to decipher complex plan details on your own.
What security measures does Pontera utilize to protect my retirement savings?
Pontera prioritizes the security of your accounts, allowing advisors to manage them without direct access or shared credentials. The platform is SOC 2 certified, demonstrating a commitment to state-of-the-art cybersecurity to safeguard your financial information.
How does Pontera help advisors enhance retirement outcomes for clients like me?
Studies suggest that professionally managed retirement accounts experience a 3.32% higher growth, net of fees, enhanced diversification, increased savings rates, and more.
