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Pontera and Orion's Game-Changing Integration

In a significant move for the financial advisory industry, Pontera and Orion have announced a pioneering integration aimed at revolutionizing investment management services, especially concerning 401(k) accounts. This groundbreaking partnership is not just a technical upgrade; it’s a leap towards a more holistic approach in managing retirement savings, enabling advisors to offer fully personalized solutions at scale.

The Integration Explained

Pontera, the innovative fintech company known for empowering retirement savers through managed 401(k) services, has partnered with Orion, a leader in wealth technology solutions. The integration, which allows financial advisors to seamlessly access Pontera’s tools directly through Orion Trading, marks a major shift in how advisors can manage their clients' portfolios efficiently.

With this integration, advisors can now incorporate clients’ retirement accounts, including 401(k)s and 403(b)s, into their overall investment strategies. This capability allows them to undertake household-level rebalancing, ensuring that every component of a client's portfolio aligns with their unique financial goals while adhering to necessary compliance and optimization protocols.

Enhancing Portfolio Management

David Goldman, Pontera’s Chief Business Officer, emphasized the importance of this integration by stating it is specifically designed to simplify portfolio management, allowing firms to provide tailored, client-driven solutions. This assures that the sophisticated demands of today's investors are met effectively.

Orion’s system complements this effort by integrating tax-efficient trading strategies with a proprietary order management solution, enhancing the overall investment experience. The result is a unified approach to managing assets that includes both traditional investment portfolios and workplace retirement accounts.

A New Era for Financial Advisors

Reed Colley, President of Orion Advisor Technology, expressed excitement about the collaboration, highlighting the ability for advisors to manage and report on retirement assets within the Orion platform seamlessly. By allowing these assets to be grouped with traded portfolios, the integration also aims to enrich the advisor-client experience, making it more comprehensive and streamlined.

The phased rollout of this integration is set to broaden access later this year, enhancing existing capabilities that were initially launched back in May 2021. With Pontera and Orion working together, financial advisors can look forward to refined methods for managing client wealth, ultimately enabling firms to grow assets under management (AUM) while delivering exceptional service.

Security and Trust

One of the standout features of Pontera’s technology is its commitment to client data security. Advisors can manage 401(k) accounts without direct access to client accounts, ensuring that sensitive information remains protected while still providing professional management. This significantly mitigates risks often associated with financial advisory services, giving clients peace of mind.

As Pontera continues to innovate in the field of retirement savings management, this integration with Orion signifies a robust step towards providing advisors with the tools needed to facilitate comprehensive wealth management strategies. Interested advisors can explore this integration further by visiting Pontera’s booth at the upcoming Orion’s Ascent Conference.

In conclusion, the new Pontera and Orion integration represents a major advancement in financial advisory technology, one that is set to redefine how retirement accounts and investments are managed. Financial advisors are being given an invaluable resource, allowing them to offer holistic financial solutions that truly cater to the needs and aspirations of their clients, thus fostering a stronger advisor-client relationship in the long run.