Thank you for signing up to try OnPointe Risk’s industry-first Proxy Creator.
It’s a long overdue tool that will help advisors create more accurate portfolios in risk programs for comparison purposes in the sales process.
Many who signed up for the trial are using Riskalyze or other programs and paying far too much. The core OnPointe Risk program is only $100 a month. When you are ready to start using the industry’s best point of sales tool, click on the following link to download the order form you can fill out and send in.
Getting access to the Proxy Creator & Full Trial of OnPointe Risk
We have a semi-automated way to set up OnPointe Risk trials. Our goal is to get everyone a login within 48 hours of signing up.
To watch a video on how to use the Proxy Creator, click on the following link:
When you log in, you will be given access to the FULL OnPointe Risk program in addition to the Proxy Creator. That will include:
1) Our industry-best client questionnaire (we recommend you try it with some clients).
To learn more about the questionnaire, click on the following overview video link:
1a) 3-Bucket Sales system—embedded in the client questionnaire is a K.I.S.S. (keep it simple stupid) 3-bucket allocation section. To watch an overview video of how this works, click on the following link:
2) Our Quick Score app—this is a very cool little lead gen widget you can use on Facebook, LinkedIn, your website, etc. To learn more about this widget, click on the following tutorial video:
3) Ability to load custom assets (like SMAs or your own custom strategies)
4) Ability to build model portfolios
5) Ability to compare portfolios (client, model, benchmarks)
To watch an overview video that goes over all the above-listed items, click on the following link:
Not securities licensed? No problem! OnPointe can still be an awesome point of sales tool by using our “light” version of the software. This allows you to show the value of Fixed Indexed Annuities as a bond replacement (something you show clients when discussing general benchmark type portfolios).
To watch an overview video on the “light” version of the software, click on the following link: