Pontera and BridgeFT Join Forces to Transform Wealth Management Landscape
Introduction
In an exciting development for the financial advisory sector, Pontera, a fintech innovator, has partnered with BridgeFT, a company specializing in wealth infrastructure software, to provide enhanced management of workplace retirement plans. This strategic integration marks a significant step forward in the evolution of wealth management.
Partnership Overview
Announced on June 26, 2025, this integration allows financial advisors to seamlessly manage Pontera accounts directly through BridgeFT’s advanced WealthTech API platform. Such a capability is pivotal for financial advisors who seek to provide a holistic view of their clients' financial portfolios.
BridgeFT’s powerful platform enables registered investment advisors (RIAs), enterprise wealth management firms, and turnkey asset management platforms (TAMPs) to access, manage, and integrate held-away accounts alongside their existing custodial data. This integration simplifies the workflow for advisors, as all relevant financial accounts, including 401(k)s and 403(b)s, can now be viewed and managed via a single API interface.
Importance for Financial Advisors
In the face of ongoing market volatility and an increasing array of investment tools, having precise, consolidated information across all financial accounts is more crucial than ever. Dave Hagen, Chief Commercial Officer of BridgeFT, emphasized the value of this partnership, stating, "With ongoing market uncertainty and an expanding array of investment options, professional guidance across every part of the portfolio has never been more essential."
The integration allows financial advisors to offer a more personalized and holistic approach to financial management by providing them with a comprehensive view of their clients' wealth. This empowers advisors not only to enhance their advisory role but also to improve client satisfaction through tailored financial solutions.
BridgeFT’s WealthTech API Marketplace
This integration signifies Pontera's entry into BridgeFT's esteemed WealthTech API Marketplace, a curated ecosystem designed to optimize wealth management applications. By providing access to such robust tools, the partnership hopes to accelerate and streamline the development and maintenance of wealth management applications, ultimately reducing associated costs.
Commitment to Financial Advisors and Clients
David Goldman, Chief Business Officer at Pontera, remarked on the implications of this collaboration, stating, "Pontera is committed to providing significant benefits to retirement savers by ensuring their wealth advisor can manage their clients' retirement and investment accounts on a single unified platform." This commitment underscores the goal of both companies to enhance the financial advisory landscape.
About Pontera and BridgeFT
Pontera, founded in 2012 and headquartered in New York City, aims to assist millions of Americans in attaining better retirement outcomes. By enabling financial advisors to manage and rebalance assets across different workplace-sponsored accounts, Pontera’s platform integrates seamlessly with portfolio management tools, showcasing their dedication to comprehensive investment management.
On the other hand, BridgeFT is recognized for its innovative approach to wealth management technology. Its cloud-native solutions facilitate data-driven decision-making for financial institutions and advisors, allowing for automation and improved client experiences.
Conclusion
The partnership between Pontera and BridgeFT represents a pivotal moment for the financial advisory industry, bringing advanced technology to the forefront of wealth management. By enabling advisors to easily manage and integrate client accounts, this collaboration promises not only to streamline processes but also to enhance the level of service provided to clients. As the industry continues to evolve, such innovations will play a critical role in helping advisors meet their clients' diverse financial needs effectively.