ST. JOSEPH, Mich., March 1, 2019 /PRNewswire-PRWeb/ -- Fed up with hearing financial advisors complain about their software woes, Roccy DeFrancesco, JD, author, industry trainer, and marketing guru, who is based in St. Joseph, MI, decided to do something about it.
Teaming up with strategist and tech entrepreneur, Rob Harbin, also of St. Joseph, MI, they together set out to uncover critical gaps in leading risk analysis and investment reporting tools, and develop a solution that advisors, planners, and wealth managers would love.
After a few years of research and development, and with the help of numerous beta users, OnPointe Risk Analyzer has become a reality.
"I could see a big disconnect between the results I saw from other risk analysis tools and my experience with investment risk in the real world," said OnPointe co-founder Roccy DeFrancesco. "Advisors were also telling me they had to use too many different pieces of software to create a complete client presentation. We wanted to fix what was broken and create something that was intellectually honest and easy to use."
"There has been a lot of innovation in this area over the last few years and we're excited to have developed a highly intelligent, market-calibrated, risk analysis formula," said Rob Harbin, co-founder and CTO at OnPointe. "If investors and financial markets both behaved predictably, risk analysis would be much easier. But these issues are quite complex and require a high level of sophistication. Financial advisors have an obligation to help clients understand the real risks associated with their investments. We try to help them do just that."
OnPointe Risk Analyzer can assist financial advisors, planners, and wealth managers to:
- Uncover client risk capacity and tolerance preferences
- Provide matched investment recommendations perfectly aligned with client goals
- Display portfolio risk, performance reporting, and market stress tests
- Create beautiful presentations
The OnPointe platform is already processing thousands of portfolios per month and is steadily adding new users and organizations. "There's a better way to measure risk."
About OnPointe Risk Analyzer
OnPointe Risk Analyzer is a market-calibrated financial risk analysis platform helping advisors to simplify measuring and communicating both personal and portfolio investment risk. For more information visit, https://onpointeriskanalyzer.com
SOURCE OnPointe Risk Analyzer
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