401k Specialist
Digital-first recordkeeping and administration for employer-sponsored retirement plans.
From clunky held-away interfaces to native trading rails
Historically, advising on a client's 401(k) meant navigating clunky, disconnected interfaces and dealing with severe compliance hurdles regarding custody and discretionary trading. API-driven platforms (like Pontera) and smart-contract networks are disrupting this by securely bridging the advisor's core rebalancing software directly into the client's held-away retirement account. This allows the advisor to seamlessly trade and bill on 401(k) assets as if they were natively custodied, dramatically expanding their addressable AUM.
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