OnPointe Risk Analyzer
This industry's "best" point of sale tool!
Fire the competition and hire you!
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.
You can get OnPointe Risk for FREE!
We know most advisor don’t like the risk program they are using (Riskalyze (now Nitro), Hidden Levers, Tolerisk, etc.). And no one likes paying for software (especially the crazy prices Riskalyze is charging).
If you place only $3,000,000 in AUM on the Advisors’ TAMP platform, you can get OnPointe Risk Analyzer for FREE.
Do you like Blue, Black or Green?
The above example is one that shows a hypothetical client portfolio vs. Advisors’ TAMP’s Moderate Growth multi-manager portfolio vs. a 60/40 stock to bond portfolio (10-year hypothetical ending on May 31st, 2024).
Watch a video Showing the Power of Using OnPointe Risk Analyzer
The following video illustrates how to use our multi-manager portfolios with potential clients to pick up new AUM (client example start at 4:50)
The following shows the functionality of using OnPointe in how it will let you review each individual manager and build your own portfolios.