Orion and Pontera announced an expanded integration that brings held-away retirement accounts directly into Orion’s Eclipse platform, enabling advisors to incorporate workplace retirement assets such as 401(k)s and 403(b)s into portfolio construction, trading, and rebalancing workflows.
The enhancement builds on the companies’ existing collaboration by allowing centralized trading teams to automate planning, execution, and reporting across multiple portfolios. Instead of placing numerous individual trades, advisors can now implement strategies at scale across household accounts using a unified workflow.
The integration is designed to give advisors a more comprehensive view of client assets, particularly retirement accounts that have historically been difficult to manage within broader portfolio strategies. By embedding these accounts into Eclipse, firms can better align portfolios, improve tax-aware strategies, and streamline rebalancing processes.
With secure data feeds from Pontera, the integration enables advisors to access retirement plan details, including fund lineups and restrictions, and incorporate them into household-level investment strategies. The system also allows rebalancing across accounts and provides full visibility into order status, from submission through completion, including confirmations and error resolution.
The companies said the expanded capabilities are intended to reduce operational complexity and eliminate the need to switch between multiple systems when managing client portfolios. By consolidating workflows, advisors can improve efficiency while gaining deeper insight into total household assets.
The announcement also highlights broader demand from advisors seeking to integrate workplace retirement savings into comprehensive portfolio management without relying on disconnected platforms. The integration supports tax optimization strategies and enables more coordinated asset allocation across both managed and held-away accounts.
According to Orion, the platform continues to evolve as part of its broader wealth technology ecosystem, which integrates portfolio management, planning, and data capabilities into a single environment used by advisory firms at scale.
KEY QUOTES:
“Retirement accounts are often a client’s largest assets, yet they’ve historically been cumbersome to manage and difficult to incorporate into an enterprise-wide portfolio. Pontera has flipped that script, allowing firms to incorporate these assets into tax-aware household strategies and rebalance at scale, supporting broader investment strategies.”
Dave Goldman, Chief Business Officer, Pontera
“Advisors want to deliver advice that reflects the full household, not just the assets they can easily see. By bringing held-away retirement accounts into Eclipse workflows, this integration gives advisory teams better context to rebalance more efficiently and serve clients with greater confidence. It also expands the trusted, permissioned household data within Orion, strengthening the foundation for more intelligent, connected workflows over time.”
Reed Colley, President, Orion Advisor Technology
