OnPointe Software

PINPOINTING YOUR DIGITAL NEEDS THROUGH AUTOMATION

Risk Software

There’s a better way to measure Risk! Set realistic expectations and provide more peace of mind.

Retirement Planner Software

Software designed for the user as well as the client.

Marketing Suite Software

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

Marketing Suite makes it easy to capture new leads

Marketing Suite makes it easy to capture new leads, send email campaigns, and create great customer experiences.

Client solutions with visual aid

Visual solutions for clients make marketing your services much easier.

From marketing to retirement software solutions, we offer packages to solve your most pressing challenges. 

Give your clients answers with visual aids.

OnPointe Risk Analyzer Core Features: Let’s look inside

Our Risk Assessment Questionnaire uses a unique blend of risk capacity (how much the client can afford to lose for their life situation and goals) and risk tolerance (how much they think they’re willing to lose).

Roccy M. DeFrancesco, Jr., JD — Founder & CEO.

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Industry Partners

What Advisors Have to Say

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 Miller
From Dallas, USA
This is great! Thanks for taking the lead on creating a better risk tool.
Gary LoDuca
From MI