Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
OnPointe Risk Analyzer
Risk questionnaires, portfolio risk scoring and client reports for advisors and insurance agents
Fort Myers, FL, USonpointeriskanalyzer.com
What it does
OnPointe Risk Analyzer is risk assessment and portfolio analysis software for financial advisors, with a lighter plan for insurance agents. It scores both the client and the portfolio on a common scale so advisors can show how a recommendation fits the client.
Clients complete a questionnaire that blends risk capacity with risk tolerance, and the platform assigns a market-calibrated personal risk score. Portfolios and individual assets are scored by the same engine, so advisors can compare a prospect's current holdings with a proposed model. The full plan adds model portfolios, custom asset import, a proxy finder, Monte Carlo and stress testing, and the ability to place fixed indexed annuities inside portfolios. Lead-capture tools and a dashboard collect prospect data from websites, email and social media, and a report builder exports branded PDF presentations.
The company lists an address in Fort Myers, Florida. Published pricing is $50 per user per month for the Light plan and $100 per user per month for the full plan, each with a 7-day free trial.
Best for
- Serves
- RIAs, Insurance
Features
- Client risk questionnaires
- Personal and portfolio risk scores
- Portfolio comparison
- Monte Carlo and stress testing
- Fixed indexed annuity modeling
- Lead capture dashboard
- Branded client reports
Pricing and deployment
- Pricing model
- Per seat
- Published pricing
- Light $50/user/month; full plan $100/user/month; 7-day free trial
- Deployment
- Cloud
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