Trust Center
Pontera is dedicated to enabling financial advisors to securely and compliantly manage their client’s retirement plan accounts. Your security and privacy are our top priority. To safeguard your data, we employ enterprise-grade security controls, practices, and procedures across our infrastructure and application layers. Ongoing monitoring and updates to our security practices help maintain alignment with industry best practices and standards.
We encourage you to subscribe to email updates to stay informed of changes and improvements to our security program. The Pontera team is here to address any concerns or needs you may have. Connect with us using the “Contact Support” button at the bottom of the page.
MassMutual
Addepar
AdvicePay
Benjamin F. Edwards
Carson Group
Dynasty Financial Partners
Envestnet
Morningstar
Private Advisor Group
SageView Advisory Group
Sanctuary Wealth
SS&C TechnologiesPontera has attained SOC 2 Type 2 compliance
We are excited to share our most recent SOC 2 Type 2 report, covering the Pontera OMS and supporting systems over the period April 1, 2024 to March 31, 2025. We have uploaded our latest report to our Trust Center for our customers' reference.
As a complement to the report, we've also published an updated Security Whitepaper, offering deeper insights into our security practices and controls.
General Announcements
Thank you for visiting our Trust Center. We look forward to partnering with you.
If you have additional questions about trust and security at Pontera, please reach out using the "Contact us" button below.