Video Tutorials
General Overview
Check out our core features
Client Risk Questionnaire
Learn how to use and setup the client risk questionnaire
Initial Setup and Configuration
Learn how easy it is to setup your system for use (the account settings tab)
Unique Marketing Buttons
Learn how to create a unique image/button to use for marketing
OnPointe 3-Bucket Sales Tool
Learn about the 3-bucket sales tool
Overview of FIA Illustrator
Learn how to use FIA Illustrator
Create Custom Reports
Learn how to create custom reports for exporting and use with clients
Upload Custom Assets
Learn how to upload custom assets (unique manager returns)
How an FIA can lower the Risk Score
Learn how using Fixed Indexed Annuities in a portfolio can lower the overall risk score.
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