Pontera, the fintech company enabling financial advisors to securely manage workplace retirement plan assets for participants, and BridgeFT, a cloud-native, API-first wealth infrastructure software company, announced today a new integration that enables financial advisors to view and manage Pontera accounts directly through BridgeFT’s WealthTech API platform.
Through the partnership, enterprise wealth management firms, registered investment advisors (RIAs), and turnkey asset management platforms (TAMPs) that leverage BridgeFT products will now be able to seamlessly manage clients’ 401(k)s, 403(b)s, and other held-away accounts alongside their multi-custodial data sources, all through a single API interface. The integration will empower financial advisors with a comprehensive overview of their clients’ financial portfolio so they can offer more personalized and holistic advice to their clients.
“With ongoing market uncertainty and an expanding array of investment options, professional guidance across every part of the portfolio has never been more essential,” said Dave Hagen, Chief Commercial Officer of BridgeFT. “We’re excited to be partnering with Pontera to allow more financial advisors and wealthtech innovators to seamlessly access the total wealth data and tools they need to provide the highest level of service to their clients.”
Pontera’s data will be available through BridgeFT’s WealthTech API platform, and Pontera joins an exclusive list of partners to be added to the BridgeFT WealthTech API Marketplace, which offers the wealth market direct access to a curated group of partners leveraging API-first data and application services. BridgeFT’s Marketplace aims to accelerate, simplify, and reduce the cost of wealth management application development and maintenance.
“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,” said David Goldman, Chief Business Officer at Pontera. “Our partnership with BridgeFT will provide financial advisors with the portfolio management tools they need to help their clients achieve their long-term financial goals.”
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