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.com OnPointe Risk Analyzer - onpointeriskanalyzer.com OnPointe 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 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."
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The OnPointe Software annual revenue was $3 million in 2026.
Roccy Defrancesco is the President of OnPointe Software.
2 people are employed at OnPointe Software.
OnPointe Software is based in Saint Joseph, Michigan.
The NAICS codes for OnPointe Software are [5415, 541, 54, 541511, 54151].
The SIC codes for OnPointe Software are [73, 737].