OnPointe Risk Analyzer to Present at FinovateSpring 2019
OnPointe Risk Analyzer helps financial advisors and broker dealers manage investor and investment risks with cutting-edge risk analysis tools and reports. The company's powerful tools help generate leads and collect prospect information. The OnPointe Dashboard allows users to visually track their progress. With just a couple of clicks, users can begin generating leads from multiple sources including websites, email and even social media. Prospect and client details are easily accessible and can be continuously built upon to create a holistic client profile. This allows users to more easily offer specific solutions that build client trust. For more information, visit the…







