Broadridge vs Pontera
BroadridgeWealth Management Platforms
PonteraWealth Management Platforms
Broadridge Wealth Management Platforms Global Leader - Financial Technology Solutions | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | No public price. Broadridge sells enterprise fintech/SaaS and outsourced processing (investor communications, wealth/asset-management platforms, capital-markets and post-trade sys… | 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… |
| 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 | 2007 | 2012 |
| Team size | 10000+ employees | 201-500 employees |
| Headquarters | Lake Success, NY | New York, NY |