Fintech provider Pontera has just announced the latest addition to its web of relationships with wealth firms with an agreement to expand access to its secure, client-permissioned platform for managing 401(k) plans to advisors with Ameritas.
The deal will allow Ameritas Advisory Services, a hybrid RIA and fully owned subsidiary of the insurance and financial services provider, expand its services to clients, integrating 401(k) account management into its holistic financial planning approach.
Under the new arrangement, the investment advisory firm will leverage Pontera’s platform, enabling its financial advisors to securely monitor and handle their clients' held-away assets in 401(k)s, 403(b)s, 457(b)s, and other employer-sponsored retirement plans.
That gives Ameritas advisors the ability to analyze, track, and rebalance their clients’ retirement plan holdings, with a compliant and cyber-secure platform blessed with SOC 2 Type II- and ISO 27001 certifications.
“With the addition of the Pontera platform, our financial professionals can provide holistic, personalized investment advice powered by greater visibility into their clients' 401(k)s and other workplace-sponsored plans,” Brandon Mann, president of both Ameritas Investment Co. and Ameritas Advisory Services, said in a statement.
Peter Nolan, vice president of enterprise at Pontera, highlighted the Ameritas partnership as another step forward “to help more retirement savers achieve better outcomes by getting professional guidance on their 401(k)s.
“When financial professionals are equipped with clear insight across all their holdings, including workplace-sponsored accounts, retirement savers may be more confident in their financial future," he said.
Pontera’s deal with Ameritas extends a string of news from the fintech in recent months, including a partnership with RIA Captrust in February and its $60 million capital raise through an Iconiq Growth-led funding round in December.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
