How they describe themselves: OnPointe Software creates tools and services to help financial professionals maximize their effectiveness with lead generation, marketing, client risk assessments, portfolio analysis, and sales presentations.
We believe providing an easy-to-use and unified software suite will place less focus on the technology and more on the clients individual needs and goals.
How they describe their product/innovation: OnPointe Risk Analyzer is the first market-calibrated financial risk analysis platform.
Using our advanced risk analysis engine, we help advisors and investment professionals accurately measure and communicate client risk, then identify perfectly matched portfolios to help clients best reach their unique needs and goals. OnPointe Risk Analyzer also offers robust financial analysis and portfolio comparison tools, stress testing, and the creation of detailed reports and sales presentations.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms
Bus. Dev. & Press: Rob Harbin, CTO & Co-Founder, firstname.lastname@example.org, 269-932-8840