Happy clients. Happy advisors.
Simple Pricing
Choose a plan to suit your needs
OnPointe "Light"
User / Month- * This plan is ideal for insurance agents or others looking for risk questionnaires and lead generation.
- √ Lead Generation and Dashboard
- √ Unlimited Risk Questionnaires
- √ Investment Quick Score (lead gen tool)
- √ Compare FIAs to AGG
Recommended
User / Month- √ All Light features+
- √ Create Model Portfolios
- √ Risk Score Consumer Portfolios
- √ Compare Portolios
- √ Generate Client Reports
- √ Import Custom Assets
- √ Proxy Finder
- √ Monte Carlo / Stress Testing
- √ Add FIAs to portfolios
Company Plan
Custom Pricing for Multiple Users- √ All Recommended features
- √ Group Administration
- √ Audit Logging and Reports
- √ External Integrations
- √ SSO / SAML Authentication (Add-On)
Minimalist
User / Month- √ Lead Generation and Dashboard
- √ Unlimited Risk Questionnaires
- √ Investment Quick Score
- √ Import Custom Assets
- √ Compare Portfolios
- √ Generate Reports
Recommended
User / Month- √ All Minimalist features
- √ Retirement Planner
- √ FIA Illustrator
- √ Unlimited Secure Cloud Storage
- √ CRM Integration
- √ FREE Access to Upcoming Features
Company Plan
Custom Pricing- √ All Recommended features
- √ Group Administration
- √ Audit Logging and Reports
- √ Custom API Access
- √ External Integrations
- √ SSO / SAML Authentication (Add-On)
FAQ
Frequently Asked Questions
How can I Contact Support?
There are multiple ways to get in touch with our support team. You can use Live Chat, Email, or Phone as described below.
LIVE CHAT
Using the Live Chat bubble in the lower right corner of the website, you can ask a question or chat directly with a live support representative.
Simply email us at support@onpointeriskanalyzer.com and we’ll get back to you right away.
PHONE
Call us anytime during business hours: 833-678-7475. We’re ready to help!
Who should use OnPointe Risk Analyzer?
OnPointe Risk Analyzer is designed for financial professionals who desire deeper insights into client risk, and to offer consistent and calibrated recommendations, perfectly matched to clients personal risk scores.
With tools for Lead Generation, Risk Assessments, Portfolio Analysis, Sales Presentations, Retirement Planning, and FIA Illustrations, OnPointe Risk Analyzer can be a valuable addition to your toolset.
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Phone: (833) 678-7475 Or (833) OPT-RISK | Email: support@onpointeriskanalyzer.com