Pontera
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
- Headquarters
- New York, NY
- Company size
- 201-500 employees
- Founded
- 2012
- Pricing
- Unlock pricing
Product overview
- 401(k) and workplace retirement account management
- Portfolio rebalancing and asset allocation optimization
- Enterprise-grade security and data protection
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