New Integration Revolutionizes Investment Management
In an exciting development within the financial technology sector, Pontera™ and Orion have joined forces to launch a groundbreaking integration aimed at enhancing the services financial advisors provide to their clients. This collaboration is not just about streamlining investment management; it represents a significant step toward allowing advisors to deliver customized and impactful investment solutions on a larger scale.
Streamlining Client Management
This innovative integration allows financial advisors, trading teams, and OCIOs using Orion Trading to effortlessly incorporate clients' 401(k)s, 403(b)s, and other held-away accounts into their investment strategies. By simplifying this process, the system enables users to perform household-level, tax-efficient, and compliant rebalancing. Ultimately, this ensures that clients' portfolios not only meet compliance standards but also align closely with their individual financial goals.
Enhancing the Advisor Experience
David Goldman, Chief Business Officer at Pontera, shared his enthusiasm regarding this integration, stating, "We are committed to listening to our customers and enhancing our platform with innovative solutions that enable advisors to scale efficiently and drive better results for their clients." This statement reflects the broader mission of Pontera to empower advisors in their quest to offer tailored investment solutions, specifically designed to meet the unique needs of each client.
Orion Trading’s Unique Capabilities
Orion Trading stands out with its combination of tax-efficient trading, seamless rebalancing, and a proprietary order management system. This integration will not only benefit financial advisors by providing them with a robust toolkit but will also enhance the overall investment management experience for their clients. Advisors will now have the capability to unify, manage, and trade a variety of model portfolios from one central platform that efficiently includes other retirement assets.
Fostering Comprehensive Client Relationships
"We're thrilled to enhance our integration with Pontera, providing advisors with seamless access to critical 401(k) and other held-away asset data directly within the Orion platform," commented Reed Colley, President of Orion Advisor Technology. This integration empowers advisors by allowing them to manage and report on their clients' assets at a household level, further enriching the relationship between advisors and their clients.
Looking Towards the Future
This integration is set to be rolled out in phases, ensuring that financial advisors will be equipped with the necessary tools over time. As this collaboration evolves, it’s poised to open new avenues for advisors to efficiently manage their clients' financial portfolios, allowing for growth in their assets under management (AUM) and enhancing the overall client experience.
Complete Integration of Financial Solutions
Pontera's dedication to helping advisors deliver complete wealth strategies is evident in this new partnership. By utilizing Pontera's secure technology, retirement savers can access professional management of their 401(k) plans, while advisors maintain a strict boundary to ensure client data remains safe and secure.
About Pontera and Orion
Pontera is dedicated to aiding financial advisors in managing clients' retirement accounts more efficiently. The company provides a robust platform that integrates seamlessly with existing portfolio management tools, aiming to enhance financial outcomes through comprehensive investment management. Founded in 2012, Pontera is based in New York City.
On the other hand, Orion aims to revolutionize the advisor-client interaction through its tech-enabled fiduciary processes, enabling better investment planning and outcomes. Orion, managing an impressive $4.9 trillion in client assets, empowers firms to attract and retain clients through innovative technology.
Frequently Asked Questions
What does the new integration between Pontera and Orion entail?
The integration allows financial advisors to seamlessly manage clients' retirement accounts within the Orion Trading platform, simplifying investment management processes.
How does the integration benefit financial advisors?
It enables advisors to conduct household-level, tax-efficient rebalancing and manage a comprehensive set of held-away assets, enhancing their service capabilities.
Who are the key leaders in Pontera and Orion regarding this integration?
David Goldman, Chief Business Officer of Pontera, and Reed Colley, President of Orion Advisor Technology, are the primary spokespeople for this collaboration.
What is the timeline for the rollout of this integration?
The integration will be launched in phases, becoming more broadly available later this year, allowing advisors to gradually adopt the new capabilities.
How does Pontera ensure client data safety?
Pontera employs secure technology to provide professional 401(k) management while preventing advisors from direct access to client accounts, ensuring data protection.
