blooom Reviews

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.

Betterment makes it simple to manage your plan administration. This allows you to offer better 401(ks) to your employees quickly and easily, at a fraction of what most providers charge. We are your full-service partner and will do all the heavy lifting for you, from onboarding to ongoing administration to reporting and investments. Our personalized advice can help employees earn higher returns at different levels of risk. We will help them set up a personal retirement plan and suggest how much to save in which accounts. We can help employees take control of their finances so they can focus on being productive and fulfilled at work. We were frustrated by the lack of options for modern, simple-to-use retirement plans for our employees when we tried to find one. We used our retail investing platform to create our own 401(k).