If you are using Risk Tolerance software, you know that the MOST annoying aspect of such software is having to manually load a lead/client’s brokerage account into the program.
If you are not using Risk Tolerance software, you should be. It’s our advisors’ #1 point-of-sale tool for interacting with and helping onboard new clients (for insurance agents as well who use our “light” version of the program).
No more data entry!
I’m excited to announce that OnPointe Risk Analyzer just added an AI tool that will read PDFs and images and will auto-load the data from either into the program.
Said another way, OnPointe will automatically create a portfolio by reading the PDF or image.
Watch a video of the AI tool in action!
To see how the tool works, click on the following:
https://onpointesoftware.com/ai-parser
#1 Point-of-Sale tool!
If you are NOT using an investment risk tolerance program, you are missing out on what we call our #1 point-of-sale tool.
If you are NOT using OnPointe and are using other programs like Nitrogen, Hidden Levers, Totem, Tolerisk, etc., you are using:
1) an inferior program from an analytics point of view
2) stress testing as a sales tool, and this is a MISTAKE
Sign Up for a Live Demo
If you’d like to learn why advisors call OnPointe Risk Analzyer (securities licensed advisors AND insurance agents) their #1 point-of-sale tool, click on the following:
https://onpointesoftware.com/risk-demo
Use a Simple 3-Bucket Sales Approach to Pick Up New Clients
Embedded in the OnPointe client Risk Tolerance Questionnaire is a 3-bucket approach to investing. Bucket #1 is an FIA, and bucket #2 is a “risk-managed portfolio.”
Want to try OnPointe’s risk questionnaire? Click on the following image:
Comparing Lead Portfolios to Benchmarks and Your Recommended Portfolio
OnPointe keeps it simple, stupid (KISS method). Just ask potential clients if they like the green line (their current portfolio), black line (the closest benchmark), or blue line (a model portfolio offered by the advisor using the software).
100% of the time, they will like the blue line and then you can start a discussion about why they should fire their current advisor and hire you!
