Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s
Pontera and Oppenheimer (NYSE: OPY) have announced a strategic partnership to enhance wealth management services by incorporating 401(k) account management. Oppenheimer, a major U.S. broker-dealer with 928 financial advisors and $129.8 billion in assets under administration, will utilize Pontera's secure platform to manage clients' workplace retirement accounts. The platform is certified under SOC 2 Type II and ISO 27001 standards, protecting client data while integrating with advisors' portfolio management tools. This collaboration aims to provide more comprehensive investment management services and improve financial outcomes for retirement savers.
Pontera e Oppenheimer (NYSE: OPY) hanno annunciato una partnership strategica per migliorare i servizi di gestione patrimoniale integrando la gestione dei conti 401(k). Oppenheimer, un importante broker statunitense con 928 consulenti finanziari e 129,8 miliardi di dollari di attivi sotto amministrazione, utilizzerà la piattaforma sicura di Pontera per gestire i conti pensionistici dei clienti. La piattaforma è certificata secondo gli standard SOC 2 Tipo II e ISO 27001, proteggendo i dati dei clienti mentre si integra con gli strumenti di gestione del portafoglio degli advisor. Questa collaborazione mira a fornire servizi di gestione degli investimenti più completi e a migliorare i risultati finanziari per i risparmiatori pensionistici.
Pontera y Oppenheimer (NYSE: OPY) han anunciado una asociación estratégica para mejorar los servicios de gestión patrimonial al incorporar la gestión de cuentas 401(k). Oppenheimer, un importante corredor de bolsa de EE.UU. con 928 asesores financieros y 129,8 mil millones de dólares en activos bajo administración, utilizará la plataforma segura de Pontera para gestionar las cuentas de jubilación de los clientes. La plataforma está certificada bajo los estándares SOC 2 Tipo II e ISO 27001, protegiendo los datos de los clientes mientras se integra con las herramientas de gestión de cartera de los asesores. Esta colaboración tiene como objetivo proporcionar servicios de gestión de inversiones más completos y mejorar los resultados financieros para los ahorradores de jubilación.
폰테라와 오펜하이머 (NYSE: OPY)는 401(k) 계좌 관리를 통합하여 자산 관리 서비스를 향상시키기 위한 전략적 파트너십을 발표했습니다. 928명의 재무 상담사와 1,298억 달러의 관리 자산을 보유한 미국의 주요 중개인인 오펜하이머는 고객의 직장 퇴직 계좌를 관리하기 위해 폰테라의 안전한 플랫폼을 활용할 것입니다. 이 플랫폼은 SOC 2 타입 II 및 ISO 27001 기준에 따라 인증되어, 고객 데이터를 보호하며 상담사의 포트폴리오 관리 도구와 통합됩니다. 이번 협력은 보다 포괄적인 투자 관리 서비스를 제공하고 퇴직 저축자의 재정적 결과를 개선하는 것을 목표로 하고 있습니다.
Pontera et Oppenheimer (NYSE: OPY) ont annoncé un partenariat stratégique pour améliorer les services de gestion de patrimoine en intégrant la gestion des comptes 401(k). Oppenheimer, un courtier majeur aux États-Unis avec 928 conseillers financiers et 129,8 milliards de dollars d'actifs sous administration, utilisera la plateforme sécurisée de Pontera pour gérer les comptes de retraite des clients. La plateforme est certifiée selon les normes SOC 2 Type II et ISO 27001, protégeant les données des clients tout en s'intégrant aux outils de gestion de portefeuille des conseillers. Cette collaboration vise à offrir des services de gestion d'investissement plus complets et à améliorer les résultats financiers pour les épargnants en retraite.
Pontera und Oppenheimer (NYSE: OPY) haben eine strategische Partnerschaft angekündigt, um die Vermögensverwaltungsdienste durch die Integration von 401(k)-Kontenmanagement zu verbessern. Oppenheimer, ein bedeutender US-Broker mit 928 Finanzberatern und 129,8 Milliarden Dollar verwaltetem Vermögen, wird die sichere Plattform von Pontera nutzen, um die Arbeitsrenten-Konten der Kunden zu verwalten. Die Plattform ist gemäß den Standards SOC 2 Type II und ISO 27001 zertifiziert, schützt die Kundendaten und integriert sich mit den Portfolio-Management-Tools der Berater. Diese Zusammenarbeit zielt darauf ab, umfassendere Anlageverwaltungsdienste bereitzustellen und die finanziellen Ergebnisse für Rentensparer zu verbessern.
- Partnership with major broker-dealer having $129.8B in assets under administration
- Access to network of 928 financial advisors through Oppenheimer
- Platform certified under SOC 2 Type II and ISO 27001 standards
- None.
Insights
This strategic partnership marks a significant expansion in Oppenheimer's wealth management capabilities. With
The secure platform's SOC 2 Type II and ISO 27001 certifications mitigate compliance risks while enabling advisors to provide more holistic services. Integration with existing portfolio management tools suggests minimal operational disruption and quick adoption potential. For Oppenheimer, this represents an opportunity to deepen client relationships and capture additional revenue from previously unmanaged retirement assets, while differentiating their service offering in a competitive wealth management landscape.
Top 10 U.S. broker-dealer will leverage Pontera's secure platform to manage workplace retirement accounts and help clients optimize their returns
Oppenheimer, a unit of Oppenheimer Holdings (NYSE: OPY), was founded in 1881 and today is one of the largest
"We're thrilled to form a partnership with a company that has been serving its clients well for over a century," said David Goldman, Chief Business Officer, Pontera. "With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights and coordination across all their investment accounts."
"We believe the Pontera platform gives our advisors greater clarity into their clients' full financial picture," said Bryan McKigney, President, Oppenheimer Asset Management. "By enhancing our technology stack for financial advisors, we continue to deliver a superior client experience helping them to implement their overall wealth management strategy."
Pontera offers an alternative to managing clients' workplace accounts that improves on traditional advisor approaches. Certified under rigorous SOC 2 Type II and ISO 27001 standards, Pontera serves as a secure layer that protects client data and prevents advisors from gaining access to their clients' 401(k)s. It is also integrated with advisors' top portfolio management, reporting and billing tools to make 401(k) management more seamless.
To learn more about Pontera, please visit www.pontera.com.
About Pontera
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. Our secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors deliver comprehensive investment management and improve financial outcomes. Founded in 2012, Pontera is headquartered in
About Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high net-worth individuals, families, corporate executives, local governments, businesses and institutions.
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SOURCE Pontera
FAQ
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