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Pontera

Manage held-away accounts with confidence.

Seamless Integrations for Workplace Retirement Accounts

Through Orion’s integrations with Pontera, advisors can securely connect, view, and manage clients’ held-away retirement accounts, like 401(k)s and 403(b)s, within the Orion platform. Whether you’re enriching reporting through data feeds or rebalancing within plan restrictions in Eclipse, Orion and Pontera work together to expand your reach and streamline your workflows.

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The Power of Two

A Unified Experience Across Orion

Many clients’ largest investments live within employer-sponsored retirement
accounts. Orion’s collaboration with Pontera helps you bring those accounts into your technology stack, delivering visibility, control, and oversight across every
account in a client’s household.

Orion Connect Integration

Purpose    

Brings held-away account data into Orion for unified reporting, billing, and reconciliation. 

Ideal For
Advisors and operations teams who need comprehensive household views.

View Support Documentation

Orion Eclipse Integration

Purpose

Enables rebalancing and plan management within Orion Eclipse using Pontera’s restricted plan data.

Ideal For

Incorporating held-away retirement accounts into portfolios managed in Eclipse.

View Support Documentation

Key Benefits

Together, Orion and Pontera bridge the gap between custodial and held-away
accounts, enabling you to serve clients holistically while reducing manual
processes and enhancing data accuracy.

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Unify Household Management

Provide a value-added service to clients through a unified platform for managing all household accounts—improving portfolio alignment, reducing risk, and enabling tax optimization through asset location.

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Scale Your Practice

Integrate held-away accounts and plan-level information into Eclipse to streamline investment research, portfolio construction, and rebalancing, allowing you to scale across your firm’s advisory programs.

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Build Lasting Growth

Drive organic asset growth by managing held-away assets through your firm’s integrated, centralized platform—freeing up capacity to serve more clients and their held-away accounts.

Bring Workplace Retirement Accounts into Your Orbit

Ready to connect Pontera and Orion? Whether you want to enhance your reporting or streamline rebalancing across workplace plans, these integrations help you
expand your reach and serve clients more comprehensively.

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Dig Deeper

Related Resources

Learn More
Press Release
Learn More
Eclipse Integration Webinar

 

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