Integration empowers advisors to securely connect to clients’ workplace retirement assets for holistic planning, optimization, and more
Arete Wealth, a national independent broker-dealer and registered investment adviser, has teamed up with Pontera, a leading fintech platform, in a partnership that promises to change the way financial advisors serve their clients. The collaboration gives Arete advisors the ability to securely manage and optimize clients’ held-away retirement accounts like 401(k)s, 403(b)s, and other employer-sponsored plans that were once out of reach.
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For many Americans, these workplace retirement accounts represent their largest investments. Yet for years, financial advisors haven’t been able to directly manage them, leaving a gap in clients’ overall financial strategies. This new partnership between Arete and Pontera closes that gap. Using Pontera’s secure, client-authorized technology, advisors can now monitor, analyze, and even rebalance these accounts, giving clients a clearer and more complete view of their financial future.
“For too long, advisors have had to treat accounts held away from their primary custodian differently,” said Steve Wolf, Head of Strategic Relationships at Pontera. “This partnership removes that barrier and empowers advisors to deliver the kind of holistic service clients truly deserve.”
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The integration doesn’t just simplify management it makes financial planning more personal and efficient. Arete advisors can now view all of a client’s assets in one place, whether they’re held directly or through an employer plan. This unified approach allows for better decision-making, more consistent strategies, and greater transparency. It also streamlines the back-end work like billing, reporting, and compliance so advisors can spend more time focusing on clients’ goals.
Technology should make it easier for advisors to help their clients not harder,” said Casey Cotton, Chief Technology Officer at Arete Wealth. “By integrating with Pontera, we’re combining innovation with the highest standards of compliance and security. It’s about giving advisors the confidence and tools they need to better serve their clients and grow their businesses the right way.
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At its heart, this partnership is about helping people make the most of their money by empowering advisors with smarter, safer tools. Together, Arete Wealth and Pontera are shaping the future of wealth management, one that’s more connected, transparent, and client-focused than ever before.
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