Moxo vs Pontera
MoxoClient Portal Software
From $99 / moPublished price
PonteraWealth Management Platforms
Moxo Client Portal Software Orchestrate processes with humans & AI agents | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Client Portal Software | Wealth Management Platforms |
| What it is | Client engagement platform for wealth, financial services, and legal providing secure digital workspaces. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | From $99 / mo Vendor-published tiers: Free $0; Business $99/mo ($960/yr); Pro $499/mo ($4,800/yr); Enterprise custom. Higher tiers add storage per user and advanced workflow/branding features;… | 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 | Tiered plans | Not available |
| Free options | Free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2012 | 2012 |
| Team size | 51-200 employees | 201-500 employees |
| Headquarters | Cupertino, CA | New York, NY |