Pontera Introduces Bulk Rebalancing to Save Advisors Hours on Workplace Retirement Plan Management
The new feature helps firms of all sizes save time by managing repeated same-plan rebalancing work in a shared, reviewable workflow while maintaining account-level control, permissions, and history.
Pontera today announced Bulk Rebalancing, a new workflow that helps advisory firms and their authorized investment or trading teams streamline rebalancing across selected accounts within the same workplace retirement plan. Bulk Rebalancing, one of Pontera’s most-requested features, delivers a more centralized and scalable way to manage repeated work when multiple clients share the same workplace retirement plan.
Advisory firms increasingly want to manage a greater volume of accounts within workplace retirement plans as part of a holistic client strategy, but account-heavy plan workflows can be difficult to scale. When multiple clients share the same workplace retirement plan, their accounts draw from the same investment lineup, yet advisory teams may still have to perform similar portfolio rebalancing and order-management work, account by account, leading to hours of repetitive work.
“Advisory firms have been clear about the challenge: When many clients share the same workplace plan, repeating similar work account by account is time-consuming and difficult to scale,” said Dave Goldman, Chief Business Officer at Pontera. “Bulk Rebalancing streamlines that work, helping advisory teams get upwards of three hours per plan back while maintaining the review and control they need. By reducing manual work, firms can spend less time on administrative tasks and more time serving clients.”
