12/05/2023

Clearwater Capital Enhancing Retirement Outcomes Through Pontera

HOFFMAN ESTATES – Clearwater Capital Partners (CCP), an independent RIA firm operating across 37 states, proudly announces its strategic alliance with Pontera, a leading fintech company specializing in professional 401(k) management. This collaboration aims to empower CCP's Wealth Professionals with a tool to provide secure and compliant corporate 401(k) management, reinforcing its commitment to enhancing the retirement planning experiences of its clients.

Using Pontera, CCP Investment Managers can efficiently apply investment strategies to held away retirement accounts and track performance within the CCP Portal alongside existing managed accounts. Pontera's capabilities include plan account analysis, historical fund performance tracking, account rebalancing, audit documentation of rebalance activities, and target allocation drift alerts. The platform, maintaining SOC 2 Type II and ISO 27001 certifications, ensures client privacy and data security.

Tyler Beachler, Partner, and Deputy Chief Investment Strategist at CCP, emphasized, "Effective retirement planning is integral to the financial well-being of our clients. Our collaboration with Pontera enhances our ability to address diverse needs, enabling us to serve clients with greater efficiency." Beachler continued, “A significant advantage for us is the seamless integration with our portfolio management platform, Envestnet | Tamarac, creating a streamlined and scalable solution.”

Pontera will now enable Clearwater Capital to effectively manage and rebalance held-away employer-sponsored 401(k) and 403(b) accounts for its clients. This expansion ensures consistent implementation of asset allocation strategies as part of Clearwater’s holistic approach to wealth management.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA).  The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Client Practice.  The firm’s Corporate Solutions Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/

About Pontera

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on assets in held-away accounts, including 401(k)s, 403(b)s, and more. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at https://pontera.com/.

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