Technology

Pontera

Recent stories: 2
Outlets covering: 1
Moves: 0
Deals: 0
Regulation: 0
7-day trend

Pontera on the wire

Oct 1, 5:37 PM ET
News · RIABiz
Pontera 'reframes' itself from 401(k) workaround agent to trusted gatekeeper of AI agents -- possibly solving impasse with Fidelity -- as Schwab unleashes 'Charley,' its new AI agent 'foundation' for millions of clients
Sep 2, 7:49 AM ET
News · RIABiz
After Fidelity shutdown its password-sharing business model last year, Pontera's new tack is a 'non-discretionary service' while it waits out a CFPB decision on bank data-sharing fees and offers APIs to all comers

Pontera: questions

What kind of firm is Pontera?

Financial ADVSR covers Pontera as a technology company serving financial advisors and wealth management firms. This page collects every Pontera story from the wealth management press, updated throughout the day.

What is the latest news about Pontera?

The most recent Pontera headline in the industry press is “Pontera 'reframes' itself from 401(k) workaround agent to trusted gatekeeper of AI agents -- possibly solving impasse with Fidelity -- as Schwab unleashes 'Charley,' its new AI agent 'foundation' for millions of clients” (RIABiz, October 1).

How much is Pontera in the news?

2 stories from 1 outlet have mentioned Pontera since September 2.

Which firms are in the news with Pontera?

Recent coverage most often mentions Pontera alongside Fidelity and Schwab.