OnPointe Risk Analyzer
The industry's best point of sale tool
What if there were software that would help you communicate to potential clients why they need to fire their current advisor and hire you?
That’s OnPointe Risk Analyzer. This powerful software helps advisors:
-illustrate why a lead’s current portfolio isn’t very good!
-illustrate why the advisor’s recommended portfolio better!
Using OnPointe coupled with the 3rd party managers offered by Advisors’ TAMP will give you the competitive advantage you need to gather millions in new assets under management each year.
3rd Party Managers & Multi-Manager Portfolio are built into OnPointe
The beauty of using OnPointe and Advisors’ TAMP is that all the 3rd party managers and multi-managers are built into the program. Users simply mix and match managers as they see fit to build their own portfolio or use the per-built/managed portfolios.
Do you like the Blue, the Black, or the Green?
Many advisors lack a “proven sales process” to motivate a client to come on board. OnPointe Risk Analyzer has a built in KISS (keep it simple stupid sales process) that culminates with one simple question:
Do you like but blue, the black or the green line?
There is only one answer. Everyone likes the blue line. The blue line is your multi-manager portfolio from Advisors’ TAMP, the black line is an industry benchmark, and the green like is the lead’s current lousy portfolio
OnPointe Risk has helped 100s of advisors successfully close clients with the simple I like blue better than black better than green lines. With a simple, visual story that clients instantly understand, OnPointe Risk doesn’t just help you explain portfolios it gives you an edge over other advisors so you can win more business and grow your AUM with confidence.
If you're looking for ways to further enhance your practice, check out the OnPointe Retirement Planner
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If you’re tired of complicated tools that don’t help you translate your value to a client, it’s time for a change.