Description
Investment Risk Analyzer Software
Run Comparisons of Stock Portfolios
Have you signed up to download the 2016 DALBAR Study? It’s my favorite study that comes out every year. Click on the following link to download:
www.pomplanning.net/dalbar-2016
While I was in the middle of building the OnPointe Suite of software, (http://onpointecrm.com), I was moved to create an investment risk tolerance program- Risk Analyzer (OnPointe Risk Analyzer).
To watch a video of how the user backend works (it’s slick), click on the following link: Risk Analyzer Advisor Area
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-with the DOL fiduciary regulations, using a risk analyzer program is an absolute MUST. Every client should use this program and a copy of their data and 3-page output 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?
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.
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.
Why such a low price point? Because I want every advisor to use this as a marketing tool and lawsuit avoidance tool. Advisors in general are frugal (cheap) and I didn’t want them to have an excuse to say no.
The program looks fabulous on mobile which is important today.
