Caliber OZ vs Pontera
Caliber OZInvestment Management Software
PonteraWealth Management Platforms
Caliber OZ Investment Management Software The Wealth Development Company | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Investment Management Software | Wealth Management Platforms |
| What it is | Opportunity zone investment management and reporting. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | No current public numeric pricing was confirmed for Caliber OZ; contact the vendor for a tailored quote. | 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 | Custom quote | 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 | 2009 | 2012 |
| Team size | 51-200 | 201-500 employees |
| Headquarters | Scottsdale, AZ | New York, NY |