OnPointe Software

The Industry's BEST Pointe-of-Sale Tool!

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

What Advisors Have to Say

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!
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.
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.
From Dallas
This is great! Thanks for taking the lead on creating a better risk tool.
From Tampa, FL

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

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?: