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STAR Registry Listing for

Pontera Order Management System (OMS)

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Pontera
Pontera Order Management System (OMS)

Pontera Order Management System (OMS)

Pontera Order Management System (OMS) is a secure, cloud-based platform that enables financial advisors to view, analyze, and manage held-away and retirement accounts on behalf of their clients. It supports data aggregation, investment monitoring, and the facilitation of advisor-initiated orders. Pontera OMS helps firms enhance visibility, streamline workflows, and uphold fiduciary oversight while maintaining strong security and compliance controls.

Offers an industry-accepted way to document what security controls exist in IaaS, PaaS, and SaaS services. It provides a set of Yes/No/NA questions and space to justify the response a cloud consumer and cloud auditor may wish to ask of a cloud provider to ascertain their compliance to the Cloud Controls Matrix (CCM).
Information about Pontera Order Management System (OMS)
Listed Since: 06/06/2025
Last Updated: 06/06/2025

STAR Level 1

Self-Assessment & Partner-Provided

Cloud Controls Matrix

CAIQ Self-assessment v4.0.3

Offers an industry-accepted way to document what security controls exist in IaaS, PaaS, and SaaS services. It provides a set of Yes/No/NA questions and space to justify the response a cloud consumer and cloud auditor may wish to ask of a cloud provider to ascertain their compliance to the Cloud Controls Matrix (CCM).

Download CAIQ Self-assessment
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