OnPointe Software

Risk Software

Tired of over paying for lack luster risk software? Want better analytics and the industry's "best" point-of-sale tool?

Retirement Planning Software

Stop taking 30+ minutes to build out a fact pattern and start using our 5-Minute Retirement Plan™.

Marketing Suite Software

Getting in front and managing clients for the 21st century.

OnPointe Risk Analyzer

The OnPointe has been a huge help for me in developing a sales process that I can take a client through which results in business almost 100% of the time. The risk score has also been a great tool for engaging prospects. The best system I have seen in my over 30 years in the investment business!

David

From West Michigan

OnPointe has been a very powerful tool for both my own personal investment analysis tool for my clients and when showing potential clients the difference not only in their investments, but how their retirement planning can be drastically affected by taking action... or not.

Gary

From Las Vegas

While I tend to be skeptical of, and not an early adopter of new technology, OnPointe Risk Analyzer has proven to be the best technology investment I have ever made.

Rick

From Dallas

This is great! Thanks for taking the lead on creating a better risk tool.

Gary

From Tampa, FL

The "NEW" OnPointe Retirement Planner
The "5-Minute Retirement Plan

The OnPointe Retirement Planner offers the industry’s most powerful charts and graphs, making it easy to highlight gaps in a client’s retirement strategy—and show exactly how you can help close them.

Income and/or Assets

OnPointe allows users to show income and/or assets in the same chart.

Life Expectancy Line

LE in most software is an afterthought. In OnPointe, LE is a key feature used to calculate the “retirement income gap.”

Run Out of Money Line

Powerfully show when a client is projected to run out of money in charts and spreadsheet form.

Sequence of Return Risk

Instantly and powerfully show the devastating consequences of a large drawdown.

Retirement Income Gap

Quickly/powerfully show how big the retirement income gap is and how your recommendations can eliminate that gap

IUL and Annuity Income

Show how IUL and an Annuity can increase retirement cash flow and mitigate risk

Are you tired of taking 30-45 minutes to build a fact pattern in Retirement Analyzer, E-Money, MoneyGuide Pro, etc.?

Are you ready to check out the industry’s “best” software to visually show sequence of risk return problems?

Do you want to learn more about retirement planning software that has the most visual and interactive charts/graphs?