Pontera and Steward Partners Global Advisory announced partnership

Rapidly-growing RIA and broker-dealer announces a forward-thinking partnership with Pontera, equipping advisors with secure and comprehensive 401(k) account management and reporting capabilities
PRNewswireFebruary 1, 20244 min

Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, and¬†Steward Partners Global Advisory¬†(“Steward Partners”), a full-service, employee-owned, independent financial services firm, have announced a new partnership. Now overseeing more than¬†$32 billion¬†in client assets, Steward Partners is paving a path for its advisors to manage retirement plan accounts securely through its Advised Retirement Plan Account platform, powered by¬†Pontera.

“The synergy between Steward Partners and Pontera is a natural extension of our innovative approach to financial advisory services,” remarked¬†Jim Gold,¬†Chief Executive Officer of Steward Partners. “Pontera’s technology elevates our capabilities in managing retirement assets, which is crucial for our clients’ long-term financial well-being. It’s about giving our advisors the best tools to effectively serve our clients.”

As projections show that 40% of retirement income for U.S. workers will stem from their 401(k) savings, clients increasingly demand that these assets not be left outside of their overall financial plans. It is estimated that more than 70% of plan participants want personalized investment advice on their employer-sponsored retirement plan assets.¬Ļ

Pontera is here to help. Pontera provides a secure, client-permissioned platform for financial advisors to manage 401(k)s, 403(b)s¬†and other held-away retirement plan assets. Leveraging Pontera’s SOC 2 Type II- and ISO 27001-certified platform, advisors can analyze fund options, review historical fund performance and set target-fund allocations in alignment with their custom, portfolio-level tax and investment strategies. Pontera directly¬†integrates¬†with portfolio reporting, billing and other technology solutions to provide seamless account management.

“Reflecting on the dynamic year Steward Partners has had, marked by significant growth and industry recognition, our partnership comes at a pivotal time,” said¬†Peter Nolan, Vice President, Enterprise, at Pontera. “Together, we are committed to enhancing the already impressive suite of services that Steward Partners offers‚ÄĒempowering advisors to deliver the best possible retirement outcomes to clients.”

Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!



We are one of the world’s leading Fintech-based media publication with our content strategized and synthesized to fit right into the expanding ecosystem of Finance professionals. Be it fintech live news, finance press releases, tech articles from Fintech evangelists or interviews from top leaders from global fintech firms, we give the best slice of knowledge topped up with the aptest trends. Our sole mission is to help tech and finance professionals step up with the rapidly emerging Fintech civilization and gain better insights to emerge victorious in every possible way. We adopt a 360-degree approach in order to cater to present a holistic picture of the fintech arena.

Our Publications

FintecBuzz, 2024 © All Rights Reserved