Core Features: Let’s look inside
OnPointe Risk Analyzer provides powerful tools to help generate leads and collect prospect information. The OnPointe Dashboard allows you to visually track your progress.
With just a couple clicks, you could be generating leads from multiple sources including websites, email, and even social media.
Prospect and client details are easily accessible and can be continuously built upon to create a holistic client profile. This allows you to more easily offer specific solutions that build client trust.
Our Risk Assessment Questionnaire uses a unique blend of risk capacity (how much the client can afford to lose for their life situation and goals) and risk tolerance (how much they think they’re willing to lose).
OnPointe Risk Analyzer has developed the first “market-calibrated” risk scoring methodology allowing us to present real-world scenarios and gain deeper client insights.
Schedule a demo and give it a try!
Provide clients with greater comfort by comparing portfolios and demonstrating how your recommendations are aligned with their unique risk preferences.
All assets and investment portfolios are analyzed and scored by our powerful Risk Analysis Engine.
Our risk analysis process uses a comprehensive approach, reviewing thousands of data points to generate an accurate portfolio risk profile.
We’ve designed a fully customizable reporting and presentation generator making it easier than ever to show clients the information you want.
Choose your logos, desired pages, key metrics, and other details until its just right. Then save it as a template for future use.
Export as a PDF, save to the client profile, or click to email directly.
Whatever and however you like!
In addition to our core risk assessment, analysis, and reporting features, we strive to develop the tools most requested by financial advisors and industry professionals.
When clients feel their advisor is well-equipped, knowledgable, and able to confidently set expectations, they have less fear and more peace of mind.
We’re moving quickly, so be on the lookout for more valuable features soon!