OnPointe Investment Risk Analyzer Software
A must have for all advisors
To try the consumer interface (which generates a personal risk score), click here.
Risk Analyzer software is quite in vogue today. Unfortunately, most of the programs in the marketplace don’t accomplish half of what they say they are going to do. Fortunately, there is OnPointe Risk Analyzer which does what is advertised and much more.
The following is a list of videos you can watch to learn about the OnPointe Risk program:
Click here to watch an overview video of the core features of the program.
Click here to learn how easy it is to setup your system for use (the account settings tab).
Click here to learn how to use and setup the client risk questionnaire.
Click here to learn how to create a unique image/button to use for marketing.
Click here to learn how to upload custom assets (unique manager returns).
Click here to learn how to create custom reports for exporting and use with clients.
Click here to learn how you can reduce the risk of a portfolio using FIAs (this video will be a surprise to many).
Click here to view an overview video on the one-of-a-kind FIA illustrator (it can do Monte Carlo testing on FIAs).
Click here to learn about the 3-bucket sales approach built into OnPointe (optional tool).
To learn about the new OnPointe Lead Gen App (which is absolutely unique in the marketplace), click here.
What does OnPointe Risk Analyzer do?
It runs users (clients/potential clients) through a series of questions in an effort to determine their “real” tolerance for losing money in the stock market (Their risk tolerance).
The program also can be used to score individual investments, investment portfolios, and can be used to construct portfolios that are more closely aligned to client’s individual risk scores.
Quick Score–the following is an image from the quick score application. It paints a very powerful picture of the risks associated with assets (like the S&P 500 which is what the image is showing).
After researching what many consider the #1 product in the marketplace, I came to the conclusion that it had the following flaws:
-Not real world
-Not easy to use
-Doesn’t integrate with a CRM
-there is no sales output-OnPointe Risk Analyzer has a really nice 3-page output for users.
Why use this program? Marketing, marketing, marketing. It’s a great way to grow an email list organically. The program will help you gather important information you can use to target market consumers.
Avoid lawsuits-while the DOL fiduciary regulations didn’t quite make it, using a risk analyzer program is still an absolute must if the goal is to give compliant and suitable advice. Every client should use this program and a copy of their data and should be saved in a CRM system forever. Doing this will help protect advisors if clients ever question their recommendations.
Who should use the program?
Financial planners-this program is a no brainer for financial planners to use. The data will help financial planners pick suitable investments and avoid liability.
Insurance agents-because the program uses real world numbers, the outcome most of the time will be that 20-50% of the money for most users should be allocated to conservative tools such as FIAs or IUL.
How can you start using OnPointe? Email email@example.com for more information.
Roccy DeFrancesco, JD
Strategic Marketing Partners, LLC