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Flyer Financial vs Pontera

Flyer Financial logo
Flyer FinancialOther
CustomPublished price
Pontera logo
PonteraWealth Management Platforms
Flyer Financial logo
Flyer Financial
Other

Trade and post trade workflow for wealth managers.

Pontera logo
Pontera
Wealth Management Platforms

Infrastructure for modern, connected retirement planning

Overview
CategoryOtherWealth Management Platforms
What it isTrade and post trade workflow for wealth managers.Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
Pricing
Published priceCustom
Flyer Financial Technologies (now at flyerft.com) sells its Co-Pilot OMS/PMS and Flyer Trading Network via enterprise contracts with no public pricing. Pricing is quoted based on…
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 modelCustom quoteNot available
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20132012
Team size51-200 employees201-500 employees
HeadquartersNew York, NYNew York, NY

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