Equisoft vs Pontera
EquisoftPolicy Administration Systems
CustomPublished price
PonteraWealth Management Platforms
Equisoft Policy Administration Systems The bridge to insurance intelligence | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Policy Administration Systems | Wealth Management Platforms |
| What it is | Financial services technology platform for advisors and carriers. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | Custom Equisoft's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based. | 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 | 1994 | 2012 |
| Team size | 501-1000 employees | 201-500 employees |
| Headquarters | Montreal, QC | New York, NY |