About Us
Software build by advisor for advisors!
Our Story
Roccy DeFrancesco, JD, CAPP, CMP has been a disruptor in the insurance and financial services industry for over 20 years. His calling card is intellectual honesty with clients and making sure they receive the best advice (without compromise).
After his frustration with programs like Riskalyze in the risk space and Retirement Analyzer, E-Money and others in the retirement planning space, he decided to go all-in to create the OnPointe software suite so advisors could have an integrated software solution that had both better analytics, better charts/graphs, and at a better “bundled” price point.
These software programs were “build by advisors/for advisors” (so…easy to use but visually powerful).
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!
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