Pontera ‘reframes’ itself from 401(k) workaround agent to trusted gatekeeper of AI agents — possibly solving impasse with Fidelity — as Schwab unleashes ‘Charley,’ its new AI agent ‘foundation’ for millions of clients – RIABiz

Pontera has repositioned itself from a 401(k) integration platform to a gatekeeper for AI agents, a strategic shift that may resolve ongoing disputes with Fidelity over its service model. Simultaneously, Charles Schwab has launched “Charley,” a new AI agent foundation designed to serve its millions of clients, marking an escalation in major financial services firms’ adoption of AI agent technology.

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