Grow your practice . . . not your paperwork!
Grow your practice . . . not your paperwork!
Your Opportunity:
There are over 12.2 trillion dollars ($12,200,000,000,000) in “held-away” assets! *
140 million (140,000,000) hard-working Americans have a “held-away” account! **
Studies has shown a financial adviser can add 3% better performance (300 basis points of alpha)! ***
The Problem:
Every plan is different and the employer chooses the investment options for your clients (not you)!
New regulations (ERISA) and increased risk.
Manual, “one-off” advice.
The Solution!
One platform to scale your research, advice creation/delivery, documentation and fee collection for all your “held-away” assets!
Features & Benefits:
Automated Research: No more manually looking up investment options, Morningstar reports or prospectuses.
Your Investment Strategies: Your clients deserve your advice, not cookie cutter “one size fits all” Target Date Funds or worse, another firm’s advice.
Advice Creation: We automatically create advice using your clients investment options, our research, and your unique advice with the click of a button!
Advice Delivery: We seamlessly deliver your unique advice directly to you or your clients, your choice!
Documentation: We electronically document the whole process for your (as required by law), which is the most time consuming part of working with “held-away” assets.
(optional) Fee Collection: We have integrated Stripe into our platform to easily collect a monthly advisory fee (set by you for each client).
(optional) Trading: We can trade through your Pontera account or through our agreements with Pontera and Future Capital, your choice!
ERISA Compliance: We ensure you and your firm stay compliant with the “Duty of Prudence” and the “Duty of Loyalty” as required by ERISA (even if you don’t know what those duties entail)!
Plans & Pricing:
LEGACY PLAN: No cost to the adviser. Advice only. Plan Confidence models only, must use our billing system. (This plan is ideal for advisers who are just starting out or don’t have many working clients).
PRO PLAN: $99 per month (first 10 clients). Use your models or ours. “White labeled” Participant Dashboard. (This plan is ideal for firms with unique investment strategies or for large firms that don’t have a selling agreement with our firm).
PRO PLUS TRADING: $249 per month (first 25 clients). Use your models or ours. We deliver you trade files to review and place the trades for you through your Pontera account. (This plan is ideal for firms that want to provide their clients discretionary management of their “held-away” accounts and already have an agreement with Pontera).
TAMP PLAN: No cost to the adviser. Use your models or ours. The first fully automated platform to outsource all of your “held-away” asset management. (This plan is ideal for firms that want to delegate all the “held-away” work and ERISA fiduciary liability).