Pontera Teams Up with Oppenheimer for Enhanced Wealth Management

Pontera Sand Oppenheimer Join Forces for Wealth Management

Pontera™, a leading fintech company dedicated to improving retirement savings, has teamed up with Oppenheimer & Co., Inc., one of the top U.S. wealth management firms. This partnership focuses on providing comprehensive management of clients' workplace retirement accounts, such as their 401(k) plans. This collaboration aims to empower advisors to optimize their clients' financial returns effectively.

Understanding the Partnership

Pontera is designed to assist financial advisors in managing clients' accounts more effectively, allowing them to provide a holistic approach to wealth management. This encompasses not just retirement accounts but the entire spectrum of a client's financial portfolio.

Enhancing Client Service

David Goldman, Chief Business Officer of Pontera, expressed enthusiasm about collaborating with Oppenheimer. He emphasizes that with Pontera’s capabilities, advisors can enhance their service offerings and provide clients with critical insights regarding their financial futures. This partnership brings an added dimension to the wealth management experience, making it more inclusive and advisor-led.

A Broader Financial Snapshot

Bryan McKigney, President of Oppenheimer Asset Management, noted that leveraging Pontera’s platform gives advisors a more comprehensive view of their clients' complete financial situations. By integrating these tools into their technological framework, advisors can help clients navigate their wealth management strategies more effectively.

Benefits of Using Pontera

Pontera's approach to managing workplace accounts presents a modern alternative to traditional advisory methods. Its platform is secured with industry-leading standards, ensuring that client data remains protected. By safeguarding 401(k) accounts effectively, Pontera ensures that only authorized parties can view the sensitive financial information.

Seamless Integration

Pontera integrates smoothly with various portfolio management tools. This allows financial advisors to streamline their operations while maintaining a high level of service and efficiency. The goal is to make retirement account management as straightforward as possible, enabling clients to achieve better financial outcomes.

About Pontera

Pontera has made it its mission to support Americans in achieving better retirement outcomes. Their platform is designed to facilitate advisors in the management, balancing, and reporting of workplace-sponsored accounts like 401(k)s and 403(b)s. Founded in 2012, Pontera is located in New York, N.Y. Their technology addresses the complexities of retirement asset management, ensuring customers receive the attention and expertise they deserve.

About Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. operates as a principal subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). The company provides a complete suite of wealth management services, catering to high-net-worth clients across various sectors. Their extensive experience enables them to serve both individual and institutional clients successfully.

Frequently Asked Questions

What is the purpose of the Pontera and Oppenheimer partnership?

The partnership aims to integrate workplace retirement account management into the broader wealth management services offered to clients, optimizing their financial portfolios.

How does Pontera enhance wealth management for clients?

Pontera provides a secure platform for 401(k) management, allowing advisors to deliver more comprehensive insights and services to their clients.

What kind of accounts does Pontera manage?

Pontera specializes in managing 401(k)s, 403(b)s, and other workplace-sponsored accounts, offering tailored solutions for retirement savers.

Who can benefit from the Pontera platform?

Pontera’s platform benefits financial advisors and their clients by facilitating better management of retirement assets and promoting enhanced financial outcomes.

How long has Pontera been in operation?

Pontera was founded in 2012 and has since been committed to helping Americans improve their retirement outcomes through effective asset management.

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