Arete Wealth Partners with Pontera to Enhance Retirement Plan Management
Arete Wealth has teamed with Pontera, a fintech platform that enables financial advisors to securely manage and optimize 401(k), 403(b), and other employer-sponsored retirement accounts alongside clients’ broader investment portfolios.
Through Pontera’s client-authorized technology, Arete advisors can now monitor, analyze, and rebalance held-away accounts within a secure, auditable environment—streamlining oversight while maintaining full compliance with industry standards.
“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 a higher level of service their clients expect.”
The integration allows advisors to provide unified portfolio management, improved operational efficiency, and enhanced growth opportunities through deeper client engagement.
“Technology should expand an advisor’s reach without compromising security,” said Casey Cotton, Chief Technology Officer at Arete Wealth. “Our integration with Pontera bridges innovation and compliance oversight, giving advisors the tools to better serve clients and grow their practices responsibly.”
The Pontera partnership follows Arete Wealth’s May collaboration with Orion, a leading wealthtech solutions provider, and builds on the firm’s earlier integration with Envestnet, both of which have further enhanced its Chicago-based advisory platform and technology ecosystem.
