AdvisorEngine vs Pontera
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
PonteraWealth Management Platforms
AdvisorEngine Wealth Management Platforms Personal. Scientific. Beautiful.® | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Wealth management technology platform with CRM, portfolio, and proposals. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | $69/user/month AdvisorEngine CRM is published at $69 per user per month, billed annually, with a three-user minimum. Broader platform pricing varies by firm size and selected features and is quo… | No public rate card. Industry reporting (Kitces) states Pontera charges advisors roughly 30 basis points (0.30%) per year on the held-away assets managed through the platform; adv… |
| Pricing model | Per seat | Not available |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2014 | 2012 |
| Team size | 201-500 employees | 201-500 employees |
| Headquarters | New York, NY | New York, NY |