OnPointe Software

Roccy DeFrancesco, JD, has been working on FIVE powerful software programs to help advisors, provide better and more suitable advice while at the same time allowing advisors to market themselves better and close more sales.

If you know Roccy, you know he likes to come up with unique tools and names for tools and this software suite is no different. It’s being marketed using the term “OnPointe.” Why OnPointe? Because OnPointe is simple and straight forward.

The word OnPointe means “The Awakened One,” one who is awakened to Reality, who understands true nature of the mind, the world, and all sentient beings. Software today needs to be an extension or personal assistant of the advisor client relationship. Long gone are the days of frustrating software experiences. Our OnPointe software was coded with the human experience being paramount.

What programs are part of the initial roll out?

–OnPointe Risk
–OnPointe CRM
–OnPointe Landing Pages
–OnPointe Email
–OnPointe PFM

Click here to download an eight-page summary explaining each program.