This new tool is going to reset the landscape when it comes to “risk tolerance” programs like Riskalyze/Nitro, Hidden Levers, etc. It’s the most innovative tool to hit the risk space in 10+ years.
It’s going to take the review of lead portfolios to a level the industry has NEVER seen!
Advisors will use this tool to help leads understand (outside of the normal risk program metrics) why their current portfolio isn’t very good and why they need to move their AUM to a new advisor.
Download a “Real” Ken Fisher AI-Powered Portfolio Review
AND
Watch an On-Demand Video Overview
To download a 12-page review of a Ken Fisher portfolio AND to get access to the webinar on-demand showing how the portfolio review tool works in OnPointe, click on the following link:
https://onpointesoftware.com/ken-fisher-portfolio-review
-It’s one thing for an advisor to tell a lead that their portfolio is not very good.
-It’s another to have a risk program give a portfolio a high Risk Number.
-It’s something else to have the industry’s newest/best AI tool create a 12-page 3rd party review of the portfolio, indicating why it’s not very good.
It can be difficult to compete with Ken Fisher due to all his advertising. But wait until you see the devastating review of a real Ken Fisher portfolio using OnPointe’s new tool. It will bring a HUGE smile 😊 to your face and will give users a competitive edge.
Tired of Using Riskalyze/Nitrogen or other Risk Programs?
Switching risk programs takes work, so advisors who don’t even like their risk program (which are most users) are slow to move. I am hopeful that the launch of the industry’s 1st AI portfolio review tool in OnPointe will give advisors the motivation they need to finally dump Riskalyze (or other risk programs) and come on board. If you are not familiar with OnPointe Risk and want to learn more, click on the following to sign up for a live demo:
https://onpointesoftware.com/risk-demo
What’s in the AI Portfolio Review Report?
It’s a 10-Section report with the following:
1) Key Investment Metrics at a Glance
2) Portfolio Analysis Overview
3) Allocation & Holdings
4) Historical Performance
5) Forward Outlook Assessment
6) Current Market Context
7) Key Findings (with action steps)
8) Considerations & Directional Guidance
9) Metrics Commentary
10) Conclusion
What AI tool powers this new consumer portfolio review tool?
What is TacticalMind AI™?
TacticalMind AI™ is the first AI platform that doesn’t just analyze your portfolio — it analyzes your investment strategy. You tell it what you’re trying to achieve, and it tells you exactly how to get there — what to hold, what to move, and why — backed by institutional-grade analysis across fundamentals, technicals, sentiment, and live market intelligence. It’s the how that every investment manager needs but has never had in a single tool.
Sign-Up for the TacticalMind AI™ Market Outlook
To sign up for the monthly market outlook from TacticalMind AI™, click on the following:
https://onpointesoftware.com/tacticalmind-ai-market-outlook
Users of TacticalMind AI™ will be able to run a market outlook at any time. It will provide a 7-, 30-, 90-, and 360-day outlook. The outlook will provide bull/bear sentiments for each time frame. The full outlook for paying users will indicate to users which sectors have a positive, neutral, or negative outlook for each time period.
FYI, TacticalMind AI™ will launch as a stand-alone tool sometime in the next 60 days.
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Once you watch a live demo of how this CRM works, you will be blown away like I was. To sign up for a demo and to get access to the discount, click on the following link:
