Fintech firm Pontera has partnered with BridgeFT, a wealthtech platform to allow financial advisors to integrate both of the companies’ services to better serve their client base through BridgeFT’s API platform. 

The collaboration will let RIAs, enterprise wealth management firms, and turnkey asset management platforms that use BridgeFT products to manage their clients’ 401ks, 403bs, and other held-away retirement savings accounts. The partnership will grant financial advisors the accessibility to offer more personalized, holistic, and tailored advice to their clients, Pontera said. 

“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,” David Goldman, chief business officer at Pontera, said. “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.” 

Pontera, founded in 2012, has recently expanded its network to financial advisors through World Investment Advisors’ existing portfolio management platform, which includes other software programs, including Holistiplan, Forms Logic, and FMG Suite.