Pontera vs Practifi
PonteraWealth Management Platforms
PractifiWealth Management Platforms
From $80 / seat / moPublished price
Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | Practifi Wealth Management Platforms Intelligent CRM for RIAs That Demand More Power | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. | Client engagement platform for wealth management on Salesforce. |
| Pricing | ||
| Published price | 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… | From $80 / seat / mo Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor… |
| Pricing model | Not available | Custom quote |
| 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 | 2012 | 2013 |
| Team size | 201-500 employees | 51-200 employees |
| Headquarters | New York, NY | Chicago, IL |