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OnPointe Software logo — Financial professionals have far TOO MANY software subscript...

OnPointe Software

Financial professionals have far TOO MANY software subscriptions. We eliminate the complexity with our suite of tools.

Founded 2016 United States Saint Joseph, United States 2 employees Financial Services, Internet

General Information

Company Name OnPointe Software
Founded Year 2016
Location United States Saint Joseph, United States
Employees 2
Industries Financial Services, Internet
Social

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About OnPointe Software

OnPointe Software aims to address the common challenge faced by financial professionals in dealing with an overwhelming number of software subscriptions through its suite of tools. The company's OnPointe Marketing Suite and OnPointe Risk Analyzer are tailored to simplify the processes for financial professionals. The latter, in particular, offers a market-calibrated financial risk analysis platform that assists advisors in measuring and communicating personal and portfolio investment risk effectively. It provides valuable features such as uncovering client risk capacity and tolerance preferences, matched investment recommendations, portfolio risk and performance reporting, and the creation of aesthetically pleasing presentations. Founded in 2016, OnPointe Software caters to the finance and internet industries, and its platform is already processing thousands of portfolios per month while consistently attracting new users and organizations. With its focus on simplifying and refining risk measurement, the company presents a promising prospect for investors seeking innovative solutions in financial services and internet technologies.

Business keywords: Financial Risk Analysis, Investment Analysis, Wealth Management, Financial Advisory Services, Portfolio Performance Reporting, Financial Software Solutions, Market Stress Testing, Investment Recommendations, Client Portfolio Management, Risk Capacity Assessment

No funding data available for OnPointe Software yet.

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FAQ About OnPointe Software

Financial professionals have far TOO MANY software subscriptions. We eliminate the complexity with our suite of tools.
OnPointe Software was founded in 2016.
OnPointe Software is headquartered in Saint Joseph, United States.
OnPointe Software operates in Financial Services and Internet. Its work centres on Financial Risk Analysis, Investment Analysis, Wealth Management and Financial Advisory Services.
OnPointe Software has approximately 2 employees.
Top alternatives and competitors to OnPointe Software include Nest Egg Guru, Quintus Investment Counsel, AdvisorEngine, WeInvest - Digital Wealth Platform, Elinvar. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
OnPointe Software and Nest Egg Guru are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for OnPointe Software, https://bouncewatch.com/company/onpointe-software, updated 7 January 2025. When citing, please name BounceWatch and link this page.

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