Mentions in press and media 8
| Date | Title | Description |
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| May 13, 2026 | OnPointe Software Launches AI Portfolio Analysis Tool, Powered by TacticalMind AI™ Market Consensus Data | OnPointe Software Industry-first solution goes far beyond generic LLMs — delivering portfolio insights driven by TacticalMind AI's proprietary market consensus modeling. FORT MYERS, FL, UNITED STATES, May 13, 2026 /EINPresswire.com/ --... |
| Oct 13, 2025 | OnPointe Software Launches its Legacy Roth Conversion Analysis Feature — A True Industry First | OnPointe Software OnPointe Software is redefining retirement planning once again with the launch of its Roth Conversion Legacy feature. FORT MYERS, FL, UNITED STATES, October 13, 2025 /EINPresswire.com/ -- OnPointe Software is redefining re... |
| Oct 1, 2025 | OnPointe Software Launches ProxyFinder.net, the Industry’s First and Only Proxy Finder and Creator | OnPointe Software OnPointe Software announces the launch of ProxyFinder.net, a solution that solves the handling of short-duration investment assets in portfolio analysis. FORT MYERS, FL, UNITED STATES, October 1, 2025 /EINPresswire.com/ --... |
| Jul 31, 2025 | OnPointe Risk Analyzer Launches AI-Engine to Instantly Parse Account Statements | OnPointe Software OnPointe Risk Analyzer just solved the biggest shortcoming of investment risk tolerance software. FORT MYERS, FL, UNITED STATES, July 31, 2025 /EINPresswire.com/ -- OnPointe Risk Analyzer, a leading provider of investment ... |
| Jun 18, 2025 | OnPointe Software Launches Industry’s Most Accurate Roth Conversion Software with a Built-In Lead Generation Tool | OnPointe Software Most accurate Roth conversion software with built-in lead generation, helping advisors attract prospects and deliver precise, customizable planning. After spending over a year reverse-engineering other Roth conversion soft... |
| Jun 26, 2024 | Unmask Hidden IRMAA Penalties with OnPointe Retirement Planner | OnPointe Software OnPointe Software is releasing an IRMAA calculator which projects the Income-Related Monthly Adjustment Amount (IRMAA) surcharge (aka, penalty). FORT MYERS, FLORIDA, UNITED STATES, June 26, 2024 /EINPresswire.com/ -- OnPoi... |
| Apr 17, 2024 | THE INDUSTRY’S ONLY 5-MINUTE RETIREMENT PLAN™ SOFTWARE LAUNCHES | OnPointe Software is now releasing OnPointe Retirement Planner, which can be bundled with its Risk Analyzer software suite. FORT MYERS, FL, USA, April 17, 2024 /EINPresswire.com/ -- After successfully launching OnPointe Risk Analyzer, the i... |
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FAQ about OnPointe
What has the press written about OnPointe?
Parsers VC has collected 8 articles mentioning OnPointe, among them “OnPointe Software Launches AI Portfolio Analysis Tool, Powered by TacticalMind AI™ Market Consensus Data” (May 13, 2026) and “OnPointe Software Launches its Legacy Roth Conversion Analysis Feature — A True Industry First” (Oct 13, 2025).
Is OnPointe still active?
OnPointe is probably closed: its latest activity on Parsers VC dates from Oct 28, 2026.