Blueprint Boosts Services for Financial Advisors With Pontera Partnership

November 3, 2022

Advisor working with a client

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic and process-driven investment strategies for financial advisors, has partnered with financial technology company Pontera to enable the firm’s advisor partners to securely and compliantly manage their clients’ held away accounts, including 401(k)s, 403(b)s, HSAs, and more.

“Adding Pontera to the advisor’s tech stack makes held away account management efficient and scalable,” says Blueprint CEO and Co-Founder Jon Robinson. “It opens doors for the advisor to pursue new client opportunities, and it allows them to serve existing clients more robustly. The latter point is important because study after study shows that investors want their advisor to be a holistic financial partner.”

Advisory firms that leverage Pontera through Blueprint receive:

  • A cohesive management strategy for all assets, whether in a held away account or at the custodian, which can streamline reporting, financial planning, and compliance
  • Access to the Blueprint Trading Team, who can manage Pontera on the advisor’s behalf
  • Consolidated reporting and integration to existing technology

Pontera enables advisors to securely trade and manage their clients’ held away and retirement accounts, allowing individuals to receive the more personalized advice they are seeking. Nearly two-thirds of defined contribution plan participants surveyed by J.P. Morgan indicated they would like to completely hand over retirement planning to an expert.

“More than half of the median American’s wealth is held in retirement accounts, creating a strong demand for help from retirement savers,” said David Goldman, Chief Business Officer of Pontera. “We are pleased Blueprint Investment Partners has chosen Pontera to enable held away asset management as part of their comprehensive investment platform.”

About Blueprint Investment Partners

Blueprint Investment Partners is an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors and institutions. The firm was founded on a management philosophy honed by its co-founders during the 2008 financial crisis. Blueprint applies a rules-based approach to both asset class and time diversification, instilling discipline and removing human bias during emotionally charged market environments. The firm offers and sub-advises a suite of distinct global investment portfolios that are distinguished by their risk tolerance or ESG objectives, with the models delivered as separately managed account strategies and funds.

About Pontera

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, trade, and report on assets in held away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly with existing portfolio management platforms to help advisors improve their clients’ financial outcomes. Founded in 2012 as FeeX, Pontera is headquartered in New York City.

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