Risk Assessment Software

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OnPointe Software

Comprehensive Risk Analysis

OnPointe Software today is an extension or personal assistant of the advisor client relationship. Long gone are the days of frustrating software experiences. Our OnPointe software was coded with the human experience being paramount.

Making Your software experience seemless
Software for a new age
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Challenge And Solutions

Uncover your client’s unique risk capacity and tolerance preferences. Easily demonstrate how you can provide matched investment recommendations that are perfectly aligned with their investment goals.

OnPointe Risk Analyzer’s robust risk-engine simplifies measuring and communicating both personal and portfolio investment risk.

It’s simple! Clients complete the risk questionnaire. You show clients how your portfolio recommendations are exactly what they need to manage risk and meet their goals.

REPORTS

Client Reports and Presentations

We’ve designed a fully customizable reporting and presentation generator making it easier than ever to show clients the information you want.

OnPointe Software

Delivering Results

Uncover your client’s unique risk capacity and tolerance preferences. Easily demonstrate how you can provide matched investment recommendations that are perfectly aligned with their investment goals.

OnPointe Risk Analyzer’s robust risk-engine simplifies measuring and communicating both personal and portfolio investment risk.

It’s simple! Clients complete the risk questionnaire. You show clients how your portfolio recommendations are exactly what they need to manage risk and meet their goals.