Rob Harbin's Contact Details

Rob Harbin's Company Details

OnPointe Software

Saint Joseph, MI, US • 20 - 49 Employees
Internet

Financial professionals have far TOO MANY software subscriptions.We eliminate the complexity with our suite of tools.OnPointe Software offers two core products to financial professionals.OnPointe Marketing Suite - onpointemarketingsuite.comOnPointe Risk Analyzer - onpointeriskanalyzer.comOnPointe Risk Analyzer is a market-calibrated financial risk analysis platform helping advisors to simplify measuring and communicating both personal and portfolio investment risk.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 presentationsThe 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."