Pontera Description
Bring together multiple accounts into a cohesive plan. Pontera allows advisors monitor and trade 401 (k), 403 (b) and other held-away account to ensure that they are meeting the needs of their clients. Tax strategies can be optimized to increase client wealth. Pontera's platform allows advisors to allocate their clients' investment across taxable and deferred tax accounts more efficiently and quickly. More insight. Pontera allows advisors to show their clients a more comprehensive view of their portfolios. Pontera, combined with existing technology, allows advisors to provide a more streamlined portfolio view for their clients. As with custodial account, you can provide stability by rebalancing retirement accounts and monitoring them as needed. Improve client satisfaction through maintaining control in volatile markets, and improving long-term results.
Pontera Alternatives
ShareBuilder 401k
Our 401(k), plans can help you save more by lowering the cost of your retirement benefits. We can help you, no matter if you are a small business or large business looking to reduce costs and improve your service. A 401(k) can offer tax benefits and higher annual contribution limits. Our high-quality investment portfolio allows you to invest for less. Your business and yourself could be subject to lower taxes. You can offer a customized 401(k), regardless of whether you are self-employed or have 100 staff. As you save for retirement, your taxes will be lower. Leverage the investment expertise and customer success managers of ShareBuilder Advisors. You don't need to be an expert in 401(k), but you can quickly find out what you need from a provider. This includes pricing, investments, and services. Here are some resources to help.
Learn more
Shelton 401(k)
Your small business will need a 401(k) to help employees plan for retirement. Shelton 401(k), a specialist in small business retirement accounts, makes the process easy for business owners. Shelton Capital Retirement Plan Services is committed to providing a cost-effective, bundled solution that reduces complexity and produces optimal results for all parties. We offer high-quality, concierge-level 401k support and service to help your employees save for retirement and make you look good. We are service professionals who can provide personalized online and live support for you and your employees. Shelton 401(k), is part of a small private company. It is not an insurance company or a large fund. We are managed by people and not machines.
Learn more
blooom
Connect all your accounts securely to see what your retirement might look like. How your retirement age and annual savings could impact your goals. Saving is a great start, but could you do more? Blooom can help you avoid hidden investment fees and poor allocation. You can become a client to receive a customized fund recommendation based upon your plan and personal preferences. You can also choose to have trades done for you and access to advisor chat. Your commitment to a strategy is as important as its effectiveness. blooom offers portfolio monitoring to help you stay on track. Blooom will adjust your allocation as circumstances change in the market or your life to keep you on track.
Learn more
iTrustCapital
iTrustCapital was established by industry leaders in alternative investment IRAs. iTrustCapital, the world's leading digital asset IRA trading platform, allows clients to trade cryptocurrencies and physical metals in real-time from their retirement accounts. iTrustCapital's innovative, IRS-compliant investment platform removes the inefficiencies and outdated processes of older IRA models. This allows investors to legally and safely move money from retirement accounts into Cryptocurrency or the physical Gold markets. The costs are up to 90% lower than other IRA companies. iTrustCapital's goal to empower 10,000,000 investors to take part in the economic growth that a Blockchain future holds is to empower them. We are shocked at how many people don't know about the benefits of IRAs.
Learn more
Integrations
Company Details
Company:
Pontera
Year Founded:
2012
Headquarters:
United States
Website:
pontera.com
Media
Recommended Products
1Password makes it easy to store and share passwords anywhere, anytime
Protect yourself, your family, or your global workforce with simple security, easy secret sharing, and actionable insight reports.
Product Details
Platforms
SaaS
Customer Support
Online
Pontera Features and Options
Pontera User Reviews
Write a Review- Previous
- Next