Pontera and Orion introduce a groundbreaking integration to enhance portfolio management for financial advisors.

Jan 29, 2025•10 months ago

New YorkLendingFintechFinancial Services

Product Description

Pontera and Orion have launched a new integration that allows financial advisors to seamlessly connect and manage clients' 401(k) accounts directly from Orion Trading, optimizing retirement portfolio management with tax-efficient and compliant strategies.

Company Information

Company

Pontera and Orion

Location

New York, New York, United States

About

Pontera is a fintech company that enables retirement savers to receive management of their 401(k) accounts from their trusted advisors. The company focuses on providing tools for financial advisors to enhance investment management services, allowing for personalized and comprehensive wealth strategies. They emphasize security in managing client data while enabling seamless portfolio management across various accounts. Pontera aims to empower advisors to deliver holistic strategies that encompass all of their clients' finances.

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Pontera and Orion introduce a groundbreaking integration to enhance portfolio management for financial advisors.

Product Description

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