Pontera and Stifel Partner to Help 401(k) Participants Pursue Their Retirement Goals
Pontera and Stifel Partner to Help 401(k) Participants Pursue Their Retirement Goals
Partnership unveiled at Blueprint 2024, Stifel's national sales and innovation conference, in Las Vegas. Over 200,000 Stifel clients will now benefit from secure, personalized 401(k) management.
合作伙伴關係在拉斯維加斯Stifel的全國銷售和創新會議Blueprint 2024上揭曉。現在，超過20萬名Stifel客戶將受益於安全、個性化的401（k）管理。
NEW YORK, May 14, 2024 /PRNewswire/ -- Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, is pleased to announce the launch of a partnership with Stifel Financial Corporation, a premier full-service brokerage and investment banking firm operating across the United States and abroad.
紐約，2024年5月14日 /PRNewswire/ — 幫助退休儲蓄者從值得信賴的財務顧問那裏獲得專業的401（k）賬戶管理的金融科技公司Pontera很高興地宣佈與之建立合作伙伴關係 斯蒂菲爾金融公司，一家在美國和國外運營的首屈一指的提供全方位服務的經紀和投資銀行公司。
Pontera will help Stifel advisors deliver comprehensive guidance that can yield better retirement outcomes for clients.
Pontera將幫助Stifel顧問提供全面的指導，爲客戶帶來更好的退休結果。
Pontera's milestone partnership with Stifel was unveiled today by Ron Kruszewski, Chairman and Chief Executive of Stifel, during a mainstage presentation at Blueprint 2024, Stifel's annual national sales and innovation conference, in Las Vegas. With this collaboration, more than 2,400 Stifel advisors will be able to securely manage 401(k)s for over 200,000 clients through the Pontera platform as part of a personalized, comprehensive wealth management plan.
Pontera 與 Stifel 的里程碑合作伙伴關係今天公佈了 羅恩·克魯謝夫斯基，Stifel 董事長兼首席執行官， 在拉斯維加斯舉行的Stifel年度全國銷售和創新會議Blueprint 2024的主舞臺演講中。通過此次合作，作爲個性化、全面财富管理計劃的一部分，超過2400名Stifel顧問將能夠通過Pontera平台安全地管理超過20萬名客戶的401（k）。
"When clients turn to their advisor for investment advice, they're looking for help managing all of their assets — not just some," Kruszewski said. "We're thrilled to collaborate with Pontera and help our advisors answer this call for help by giving them tools to securely and efficiently manage their clients' workplace retirement accounts."
“當客戶向顧問尋求投資建議時，他們正在尋求管理所有資產的幫助，而不僅僅是部分資產，” 克魯謝夫斯基 說。“我們很高興與Pontera合作，爲我們的顧問提供安全高效地管理客戶工作場所退休賬戶的工具，幫助他們回應這一求助電話。”
Gaining a clear view of their clients' 401(k)s through Pontera will help Stifel advisors deliver holistic guidance that yields better outcomes and peace of mind for clients. During a walkthrough of Pontera's functionality, Kruszewski noted the platform will be integrated with Stifel's advisor-driven tech stack: Addepar, for holistic performance reporting; Salesforce CRM, for streamlined client-account visibility; and Stifel's WealthTracker solution.
通過Pontera清晰地了解客戶的401（k）將有助於Stifel顧問提供全面的指導，從而爲客戶帶來更好的結果和安心。在詳細介紹Pontera的功能時，克魯謝夫斯基指出，該平台將與Stifel的顧問驅動的技術堆棧整合：Addepar，用於整體績效報告；Salesforce CRM，用於簡化客戶賬戶可見性；Stifel's 財富追蹤器 解決方案。
"We applaud Stifel for adopting technologies that enable its advisors to better serve their clients," said David Goldman, Chief Business Officer, Pontera. "Americans need and want professional help managing their 401(k)s and other workplace retirement accounts. Pontera can help them optimize their hard-earned savings and get the most of their retirement plan benefits."
他說：“我們讚揚Stifel採用了使其顧問能夠更好地爲客戶服務的技術。” 大衛戈德曼，Pontera 首席商務官。 “美國人需要並希望獲得管理401（k）和其他工作場所退休賬戶的專業幫助。Pontera可以幫助他們優化辛苦賺來的儲蓄，並充分利用退休計劃福利。”
The 401(k)-style account is the most popular retirement account among working individuals in the United States.1 Pontera's SOC 2 Type II- and ISO 27001-certified platform provides a secure layer for financial advisors to analyze, rebalance, and monitor these accounts with the context of the clients' household assets, while at the same time protecting clients' data. To learn more about Pontera, visit .
401（k）式賬戶是美國在職人士中最受歡迎的退休賬戶。1 Pontera 的 SOC 2 II 類和 ISO 27001 認證平台爲財務顧問提供了一個安全層，可以在客戶家庭資產的背景下分析、再平衡和監控這些賬戶，同時保護客戶的數據。要了解有關 Pontera 的更多信息，請訪問 。
About Pontera
關於 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 pontera.com.
Pontera是一家金融科技公司，其使命是讓財務顧問能夠管理、平衡和報告保管賬戶中的資產，包括401（k）、403（b）等，從而幫助數百萬美國人更好地退休。該平台旨在支持多種賬戶類型，並與現有的投資組合管理工具無縫集成，以幫助顧問改善客戶的財務業績。Pontera成立於2012年，總部位於紐約市。在 pontera.com 上了解更多信息。
1 "Survey of Income and Program Participation," U.S. Census Bureau, Accessed March 28, 2024,
1 “收入和計劃參與調查”，美國人口普查局，2024年3月28日訪問，
SOURCE Pontera
來源 Pontera
譯文內容由第三人軟體翻譯。