Orion and Pontera Expand Collaboration with Integration that Pulls Retirement Accounts Directly into Orion Eclipse Workflows

Business Wire. (2026, April 7). Orion and Pontera Expand Collaboration with Integration that Pulls Retirement Accounts Directly into Orion Eclipse Workflows. Business Wire. https://www.businesswire.com/news/home/20260407141838/en/Orion-and-Pontera-Expand-Collaboration-with-Integration-that-Pulls-Retirement-Accounts-Directly-into-Orion-Eclipse-Workflows

• Orion and Pontera have deepened their partnership through a new integration designed to streamline the management of retirement accounts within the Orion Eclipse platform.

• The integration enables financial advisors to pull held-away retirement account data directly into their existing trading and rebalancing workflows.

• This automated data flow eliminates the need for manual entry and reduces the operational friction associated with managing outside assets like 401(k) and 403(b) accounts.

• Advisors can now execute trades and rebalance portfolios for retirement assets using Pontera’s secure management capabilities alongside Orion’s trading tools.

• By enhancing advisor efficiency, the tool allows professionals to provide more holistic investment advice and more frequent portfolio adjustments.

• The release highlights that this development is part of a broader commitment to improving advisor productivity and client outcomes through advanced financial technology.

Knote: The romantic in me points out that this is a big win for clients since they get professional management of their (often) largest financial asset and more holistic advice across the board. However, it might also be accurate to say that this is a killer tool for capturing 401(k) rollovers or otherwise brining 401(k)s under the AUM umbrella. It's Peak 65 this year, folks.