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  • Pontera
  • Milemarker

Access Pontera

Directly from Milemarker’s Firm Intelligence Platform

Milemarker has made it easier than ever to manage your Pontera accounts. With our Applink login feature, users can now access Pontera directly from inside Milemarker’s Firm Intelligence platform—streamlining your experience and helping you get more done in less time.

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  • Pontera

What is Pontera?

Pontera is a trusted solution for financial advisors, providing secure access to manage clients’ held-away accounts such as 401(k)s. As a bridge between advisors and these accounts, Pontera enables advisors to deliver enhanced retirement planning and asset management services.

  • Pontera
  • Milemarker

Why Access Pontera via Milemarker?

Milemarker’s Firm Intelligence platform is designed to integrate seamlessly with the tools you use most. By using our Applink login, you can effortlessly navigate to Pontera without leaving the Milemarker platform, providing:

Single Sign-On Convenience
With Applink, there’s no need to switch between multiple platforms and logins. Simply access Pontera directly within the Milemarker dashboard.
Streamlined Workflows
Integrating Pontera into Milemarker’s Firm Intelligence allows you to manage client accounts more efficiently, reducing administrative tasks and improving your advisory workflow.
Enhanced Data Management
Milemarker’s Firm Intelligence platform not only integrates Pontera but also centralizes all your client data. This means you can view and analyze account information from multiple sources in one place, driving better insights and decision-making.
Security & Compliance
Milemarker and Pontera both meet the highest standards of security. Our SOC 2 certified platform ensures that your data and client information remain protected, giving you peace of mind as you work.
  • Pontera
  • Milemarker

How to Use the Pontera Applink in Milemarker Firm Intelligence

Getting started with Pontera inside Milemarker’s Firm Intelligence is simple:

Login to Milemarker

Login to Milemarker using your existing credentials.

Navigate to Applink

Navigate to the Applink dashboard, where you’ll find Pontera listed as an available integration.

launch the login process

Click on the Pontera icon to launch the login process, and you’ll be securely connected without the need to re-enter your credentials.

This unified experience allows you to access and manage held-away accounts seamlessly from within your Milemarker platform.

  • Pontera
  • Milemarker

The Benefits of Milemarker’s Applink with Pontera

Unified Data Access

Manage Pontera accounts alongside other integrated financial tools directly within Milemarker.

Improved Client Service

By streamlining access to Pontera, you spend more time advising and less time managing logins.

Scalability

As your firm grows, Milemarker and Pontera scale with you, ensuring that your systems remain integrated, efficient, and ready for expansion.

  • Pontera
  • Milemarker
Ready to Experience

Milemarker & Pontera Together?

If you’re ready to streamline your workflows, enhance client service, and simplify your tech stack, Milemarker’s integration with Pontera is the perfect solution. 

Start using Applink today to access Pontera and take full advantage of Milemarker’s Firm Intelligence platform.

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