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Leap Pro is our most robust collection of resources that includes the Financial Stories presentations, calculators, and stories along with Leap XRM, Design Center, and Leap Draw. Connect and share data directly with your clients using the Client Portal and collaborate with other Leap professionals who do joint work. Find all the Leap tools and resources you need on the Learning Center.
Financial Stories
Leap’s intuitive collection of presentations, calculators and stories provides calculation tools with reimagined on-screen experiences. Establish a more complete picture for financial decision making with Financial Stories.
Leap XRM
Leap XRM, eXperience and Results Management, is an interactive platform solution for financial professionals and their clients. This suite fully integrates with the Leap Process and supports professional relationships every step of the way.
Questionnaire
This client data repository allows you to collect and keep your client’s information in one place.
Cash Flow Analysis
Determine where your client’s money is being allocated and what’s needed to obtain objectives.
Present Position
Provide a comprehensive view of your client’s financial picture using data generated from the Questionnaire.
Master Report
Provide your client with a full report of their financial picture.
Resource Identification
An asset by asset look at where sources of cash flow may exist which can be used to create improvements in a client’s Present Position.
Design Center
Design Center is an innovative visual tool to understand the true cost of financial decisions by performing a step-by-step analysis of someone’s current position and offering the opportunity to identify a variety of alternative strategies and improve the outcome against taxes, opportunity costs, asset accumulation, insurance protection and more.
Client Portal
Share information, analyze financial decisions and illustrate alternative strategies directly with your client. From the initial meeting, to visualizing new money flows, to tracking To Do’s and Tasks, working together for a greater financial future has never been simpler.
Leap Draw
This interactive tool allows you to demonstrate money moves on a Present Position model.