Pontera

"We want advisors to do what they love, and are great at, and adds maximum value to the client, and then find the right partner and technology to take care of the rest." -- Trap Kloman, Commonwealth Financial Network We're thrilled that Commonwealth is rolling out Pontera technology so its advisors can deliver even greater value to clients by securely managing their 401(k) accounts. Check out this Financial Advisor IQ interview by Sam Del Rowe to see how CFN is leveraging technology to give its advisors more time, and better insights, to help clients achieve better outcomes. #401k #retirement #fintech #retirebetter https://lnkd.in/gnpgrnD3

DC Plan Recordkeepers! We can’t wait to see you Oct. 13-15 at the Advisor2X Wealth@Wor(k) conference in San Antonio. Visit Pontera at Table 4H to discover how our secure technology empowers recordkeepers can give plan participants more choices for getting help, enable financial advisors to deliver personalized management of clients’ 401(k) accounts, AND drive growth in your DC plan business. Schedule a meeting today: https://lnkd.in/eAnkB2ni #401k #fintech #retirement #retirebetter

Congratulations to Commonwealth Financial Network for another successful #CommonwealthNational conference! It was great to hear Karen R. McColl, CFA and Mat Powers share how Commonwealth is providing advisors with best-in-class services through their Strategic Retirement Solutions group. Pontera is excited to provide Commonwealth-affiliated advisors the ability to manage their clients’ workplace-sponsored retirement accounts as part of a holistic financial plan. We're thrilled to partner with such an incredible firm focused on quality and community, and look forward to working with Commonwealth to help clients achieve and exceed their retirement goals. Pontera is grateful we had the opportunity to attend. We can’t wait to build on our partnership in the years to come. A special shoutout to our friends at Harkins Wealth Management, LLC and Infinitas, LLC for joining us for a night out at Disney Springs while on #Milton storm watch! #TheFutureIsNOW #retirebetter #401k #retirement #RIA (Featured below: 1. Karen R. McColl, CFA on stage; 2. Dee McAlpin, Seth Penney, Eli Wynes; 3. Michael Clifford, Mat Powers; 4. David Pacer, CFP®,CRPS®, CPFA®, Vanessa Taylor; Neal Gudiseva, CFP®, Rick Harkins, Michelle Cortés-Harkins, MSW, CDFA™, CRPC®, CSRIC®, @Lisa Dinh, Chancellor Harkins, CFP®, CSRIC®, CPFA®)

Pontera's partnership with 401GO is its first partnership with a 401(k) recordkeeper that will enable financial advisors to debit for their services directly from the retirement accounts they manage. Advisors and their clients have been asking for this functionality. Take a moment to read this ThinkAdvisor coverage by John Manganaro. https://lnkd.in/eeY_eXB9

The strategic partnership between Pontera, the fintech that enables advisors to manage their clients' 401(k) accounts, and 401GO, a tech-forward retirement plan recordkeeper, is great news for financial advisors, retirement savers and sponsors. Read all about it at https://hubs.li/Q02Qt7Sv0.

Exciting news in the DC retirement plan world! Pontera, the fintech company helping #retirement savers receive personalized, in-plan 401(k) management from their trusted financial advisor, has formed a strategic partnership with 401GO, a fast-growing retirement plan provider using advanced technology to better serve - and enable more choice - for plan participants, plan sponsors and financial advisors. https://lnkd.in/ezyGRuxs #retirebetter #retirement #fintech #recordkeeper #401k

We’re excited for day 2 of the Future Proof Festival! Come visit us at booth #715 and roll the dice for a chance to win a Yeti tumbler.  #futureproof #401k #retirebetter #fintech #retirement

Do you know a financial advisor who would benefit from using Pontera? Refer them at https://hubs.li/Q02PZCQ_0. #retirebetter #401k #betteradvice #retirement #financialplanning

#FutureProof, the biggest wealth management event of the year, is underway! If you’re in Huntington Beach, visit Pontera at Booth #715 to learn how you can deliver more value to clients – and oversee more of their financial assets – by managing their 401(k)s and other workplace retirement accounts. Plus, you get a chance to win a Yeti tumbler and other prizes! Schedule a meeting to learn more. https://hubs.li/Q02PZdlh0 #401k #retirebetter #fintech #retirement #futureproof

We can’t wait to see you this week at #FutureProof! Visit Pontera at Booth #715 for a first-hand look at how Pontera’s secure platform empowers advisors to view, analyze, and rebalance their clients’ 401(k) accounts as part of a holistic strategy. We also have games, prizes, and more. Schedule a meeting to learn more. https://lnkd.in/e_hgXFds #401k #retirebetter #fintech #retirement #futureproof