The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held ...

Announced separately this week, the updated technology will provide firms with more choice in cloud data management and ...

Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away ...

Pontera, the retirement-focused fintech headquartered in New York City, has added another name to its circle of enterprise clients in the RIA space. In its latest partnership, the fintech firm is ...

In what the firms describe as a first-of-its-kind collaboration, 401(k) fintech provider Pontera and wealthtech provider Orion have launched a new integration that will empower advisors to deliver ...

Pontera ™, the fintech company enabling retirement savers to get 401 (k) management from their trusted advisor, and Orion, ...

Kailash Duraiswami spent 2 1/2 years as an enterprise architect at Orion Advisor Services after that firm acquired his ...

NEW YORK and OMAHA, Neb., Jan. 29, 2025 /PRNewswire/ -- Pontera™, the fintech company enabling retirement savers to get 401(k) management from their trusted advisor, and Orion, the premier ...

With the ability to unify, manage, and trade model portfolios on a single platform, Orion and Pontera bring a scalable solution that also includes clients' held-away assets-such as 401(k ...