World Investment Advisors Teams Up with Pontera for Enhanced 401(k) Account Management for Financial Advisors
World Investment Advisors Partners with Pontera
In a significant step for financial advisement, World Investment Advisors (WIA) has announced a strategic partnership with Pontera, a fintech firm known for enabling secure management of workplace retirement accounts. This collaboration is set to empower WIA's vast network of over 350 financial advisors by providing them access to Pontera’s platform, aimed at improving the handling of clients' 401(k) and other workplace retirement plan assets.
Troy Hammond, CEO of World Investment Advisors, emphasized the partnership's alignment with their commitment to equipping advisors with the necessary tools to offer comprehensive financial services. He remarked, “Teaming with Pontera reflects our dedication to providing extensive wealth management capabilities, allowing our advisors to manage all of their clients' assets, including those in workplace plans. This not only enhances the multi-faceted advisory experience but also solidifies our value proposition within the wealth management sector.”
As workplace retirement plans become increasingly vital for Americans' financial security, holding an astounding $12.4 trillion collectively, the demand for professional guidance continues to rise—especially in the face of market volatility. WIA's collaboration with Pontera addresses this growing need, facilitating an integrated approach to include workplace retirement holdings within personalized client portfolios.
The robust security features of the Pontera platform, certified under SOC 2 Type II and ISO 27001 standards, ensure that advisors can manage clients’ retirement accounts securely without directly accessing sensitive credentials. This feature is particularly noteworthy, as it allows for safe management while maintaining compliance with regulatory standards.
In addition to addressing immediate needs, WIA aims to enhance their wealth management capabilities through this partnership. The synergy between World Investment Advisors and Pontera underscores the evolving landscape of financial advising, where integrating retirement accounts into holistic financial planning is paramount. Peter Nolan, Pontera’s Senior Vice President, praised WIA's role in the retirement planning space, stating, “World Investment Advisors is an emerging force in the wealth management sector, recognized for empowering advisors with a clear vision.” He continued to highlight the importance of professional guidance on retirement plans, particularly during turbulent market conditions.
This partnership marks a crucial pivot towards more integrated financial advisory practices. As the landscape of wealth management continues to evolve, the synergy between WIA's extensive advisory framework and Pontera's innovative platform is poised to set new standards in enriching client-advisor relationships.
Founded in 2012 and headquartered in New York City, Pontera aims to revolutionize retirement planning by enabling advisors to balance and manage their clients’ diverse investment portfolios more effectively. In tandem, World Investment Advisors, which operates as a comprehensive advisory network across over 100 locations in the U.S., reinforces its mission to provide tailored, expert advice on retirement planning and wealth management.
In conclusion, this partnership is not just about technology; it represents a broad improvement in the advisory process, ensuring that financial advisors can cater to their clients' comprehensive needs in a secure and efficient manner. The way forward in financial advising is through collaboration, integration, and a focus on the long-term prosperity of clients. The combination of WIA's seasoned experts and Pontera's innovative technology builds a robust platform for navigating the complexities of retirement planning in the modern financial landscape.
In a significant step for financial advisement, World Investment Advisors (WIA) has announced a strategic partnership with Pontera, a fintech firm known for enabling secure management of workplace retirement accounts. This collaboration is set to empower WIA's vast network of over 350 financial advisors by providing them access to Pontera’s platform, aimed at improving the handling of clients' 401(k) and other workplace retirement plan assets.
Troy Hammond, CEO of World Investment Advisors, emphasized the partnership's alignment with their commitment to equipping advisors with the necessary tools to offer comprehensive financial services. He remarked, “Teaming with Pontera reflects our dedication to providing extensive wealth management capabilities, allowing our advisors to manage all of their clients' assets, including those in workplace plans. This not only enhances the multi-faceted advisory experience but also solidifies our value proposition within the wealth management sector.”
As workplace retirement plans become increasingly vital for Americans' financial security, holding an astounding $12.4 trillion collectively, the demand for professional guidance continues to rise—especially in the face of market volatility. WIA's collaboration with Pontera addresses this growing need, facilitating an integrated approach to include workplace retirement holdings within personalized client portfolios.
The robust security features of the Pontera platform, certified under SOC 2 Type II and ISO 27001 standards, ensure that advisors can manage clients’ retirement accounts securely without directly accessing sensitive credentials. This feature is particularly noteworthy, as it allows for safe management while maintaining compliance with regulatory standards.
In addition to addressing immediate needs, WIA aims to enhance their wealth management capabilities through this partnership. The synergy between World Investment Advisors and Pontera underscores the evolving landscape of financial advising, where integrating retirement accounts into holistic financial planning is paramount. Peter Nolan, Pontera’s Senior Vice President, praised WIA's role in the retirement planning space, stating, “World Investment Advisors is an emerging force in the wealth management sector, recognized for empowering advisors with a clear vision.” He continued to highlight the importance of professional guidance on retirement plans, particularly during turbulent market conditions.
This partnership marks a crucial pivot towards more integrated financial advisory practices. As the landscape of wealth management continues to evolve, the synergy between WIA's extensive advisory framework and Pontera's innovative platform is poised to set new standards in enriching client-advisor relationships.
Founded in 2012 and headquartered in New York City, Pontera aims to revolutionize retirement planning by enabling advisors to balance and manage their clients’ diverse investment portfolios more effectively. In tandem, World Investment Advisors, which operates as a comprehensive advisory network across over 100 locations in the U.S., reinforces its mission to provide tailored, expert advice on retirement planning and wealth management.
In conclusion, this partnership is not just about technology; it represents a broad improvement in the advisory process, ensuring that financial advisors can cater to their clients' comprehensive needs in a secure and efficient manner. The way forward in financial advising is through collaboration, integration, and a focus on the long-term prosperity of clients. The combination of WIA's seasoned experts and Pontera's innovative technology builds a robust platform for navigating the complexities of retirement planning in the modern financial landscape.
Topics Financial Services & Investing）
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