LEAP SYSTEMS, Inc. & OLTIS Software, LLC Launch Breakthrough Wealth
in Motion™ Financial Software
Through the use of Leading Edge Technology and Dynamic Financial Tools
and Methodologies, Wealth In
Motion™ Software Stands to Alter
the Landscape of Financial Systems in use by Advisors and Agents
ORLANDO, Fla. (Business Wire EON/PRWEB ) May 7, 2007 --
LEAP SYSTEMS, Inc., along with its software development partner OLTIS
Software, LLC, today introduced Wealth
In Motion™. The offering from LEAP
SYSTEMS, Inc., a financial systems developer for the life insurance and
financial services industry, has been developed for use by financial
advisors and their clients. Wealth
In Motion™ is a visually dynamic,
client-facing application which employs the use of two proprietary
components: the PS&G Model™,
a unique wealth analytics tool which organizes, analyzes, and
monitors a client's financial position in a single screen view; and the Finance
Logix Framework™ a powerful and
dynamic financial engine which incorporates financial products, tax
laws, and calculation metrics to drive the processes within the
application. The Wealth In Motion
™ software offers the first financial software
for life insurance agents, financial planners, CPAs, and other advisors
to combine these two time-tested technologies to create a solution that
is highly visual and client-facing and which uses both a Macro-Financial
and Micro-Financial approach to help advisors and their clients make
more appropriate and verifiable decisions with their money. Key
functionality contained in this release includes the Macro-Financial
real-time client PS&G Model which will synthesize all of clients’
assets, liabilities, protection elements, and cash flow into a single
view. Where the conventional servicing of clients within the financial
services industry has meant employing the use of complex and difficult
for the client to understand reports, numbering in the hundreds of
pages, Wealth In Motion™ has
deployed a revolutionary and dynamic, single screen (one page) view that
takes a client on a journey through their financial life. Through a
reduction in the complexity of illustrating clients’
protection and wealth building needs and opportunities, Wealth
In Motion™ seeks to
provide a financial tool which will simplify the business practices of
the financial advisor while increasing the satisfaction and
comprehension level of the consumers with whom they do business. Wealth
In Motion™ also contains significant
Micro-Financial tools to further develop life wealth building and
distribution issues concerning Insurance, Retirement, Education,
Allocation, Estate, and other financial issues facing clients. Instead
of a back-office only tool, Wealth In Motion™
is designed for use in front of the client, with the client
participating in the strategic sessions. This approach of having clients
actively involved in the financial design process has proven to both
hasten clients’ desire to take action as well
as increase client satisfaction with the advisor.
"Wealth In Motion™ is the
result of more than four decades of combined experience, development,
testing, and results achieved by LEAP SYSTEMS, Inc. and OLTIS within the
financial services industry. LEAP
SYSTEMS, Inc. has a long track record of success in developing
financial systems that are powerful and verifiable and are received with
great enthusiasm and success by advisors and consumers,”
said Sal Esposito, Chairman & CEO, OLTIS Software, LLC. “OLTIS
has refined a financial engine of unparalleled flexibility, modularity,
and calculative strength which combined with LEAP’s
unique financial tools and systems has created literally a financial
software platform that is without peer in the financial marketplace.”
“The Wealth In Motion™
software has literally been in development for close to 10
years. LEAP SYSTEMS, Inc. had to find the right development partner to
help us complete the vision we had for a financial tool that would help
clients and their advisors create more wealth, happiness, and success in
their lives without the complexity and lack of control that so many
people feel. Upon our initial introduction to OLTIS Software we found an
immediate match due to the strength of their technologies, track record,
and shared vision of where the financial services industry needs to be
for both clients and advisors,” explained
Robert Castiglione, CEO, LEAP SYSTEMS, Inc.
About LEAP SYSTEMS, Inc.
LEAP SYSTEMS, Inc. (www.leapsystems.com)
is a leading developer of financial systems for insurance agents,
financial advisors, CPAs, and consumers. Since 1980, LEAP has designed
financial processes and technologies which seek to help people to
increase their wealth, benefits and money supply, while significantly
reducing the risks normally associated with these processes. It is this
unique approach towards designing effective, verifiable, and
guarantee-based financial solutions which has driven the consumers’
and financial professionals’ interest in LEAP’s
products and services for almost 30 years.
About OLTIS Software, LLC.
OLTIS SOFTWARE, LLC. (www.oltis.com)
based in Tucson, Arizona with offices in Phoenix, Arizona and Seattle,
Washington is a leading software development company for the financial
services industry. OLTIS provides numerous software solutions to the
financial industry, including Broker-Dealers, Banks & Trusts, Insurance,
Registered Investment Advisor (RIA), technology and services providers,
and Asset Managers. OLTIS has served the needs of leading national and
global financial institutions for over 10 years. OLTIS has developed a
comprehensive financial engine that is the core of the dynamic framework
used to deliver “visual financial modeling”
applications with the most powerful client facing capability available
in the financial software Industry.
Wealth In Motion®, PS&G Model®,
the LEAP SYSTEM® are all
trademarks or registered trademarks of LEAP SYSTEMS, Inc. in the United
States and/or in other countries. Finance Logix™
is a trademark or registered trademark of OLTIS Software, LLC.
All other brands, products or service names are or may be trademarks,
registered trademarks or service marks of, and used to identify,
products or services of their respective owners.
See the original story at: http://eon.businesswire.com/releases/financial/wealth/prweb524966.htm
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