LEAP SYSTEMS, Inc. & OLTIS Software, LLC Launch Breakthrough Wealth in Motion™ Financial Software

ORLANDO, Fla.--(EON:Enhanced Online News)--LEAP SYSTEMS, Inc., along with its software development partner OLTIS Software, LLC, today introduced Wealth In Motion™. The offering from LEAP SYSTEMS, Inc., a financial systems developer for the life insurance and financial services industry, has been developed for use by financial advisors and their clients. Wealth In Motion™ is a visually dynamic, client-facing application which employs the use of two proprietary components: the PS&G Model™, a unique wealth analytics tool which organizes, analyzes, and monitors a client's financial position in a single screen view; and the Finance Logix Framework™ a powerful and dynamic financial engine which incorporates financial products, tax laws, and calculation metrics to drive the processes within the application. The Wealth In Motion ™ software offers the first financial software for life insurance agents, financial planners, CPAs, and other advisors to combine these two time-tested technologies to create a solution that is highly visual and client-facing and which uses both a Macro-Financial and Micro-Financial approach to help advisors and their clients make more appropriate and verifiable decisions with their money. Key functionality contained in this release includes the Macro-Financial real-time client PS&G Model which will synthesize all of clients’ assets, liabilities, protection elements, and cash flow into a single view. Where the conventional servicing of clients within the financial services industry has meant employing the use of complex and difficult for the client to understand reports, numbering in the hundreds of pages, Wealth In Motion™ has deployed a revolutionary and dynamic, single screen (one page) view that takes a client on a journey through their financial life. Through a reduction in the complexity of illustrating clients’ protection and wealth building needs and opportunities, Wealth In Motion™ seeks to provide a financial tool which will simplify the business practices of the financial advisor while increasing the satisfaction and comprehension level of the consumers with whom they do business. Wealth In Motion™ also contains significant Micro-Financial tools to further develop life wealth building and distribution issues concerning Insurance, Retirement, Education, Allocation, Estate, and other financial issues facing clients. Instead of a back-office only tool, Wealth In Motion™ is designed for use in front of the client, with the client participating in the strategic sessions. This approach of having clients actively involved in the financial design process has proven to both hasten clients’ desire to take action as well as increase client satisfaction with the advisor.

“OLTIS has refined a financial engine of unparalleled flexibility, modularity, and calculative strength which combined with LEAP’s unique financial tools and systems has created literally a financial software platform that is without peer in the financial marketplace.”

"Wealth In Motion™ is the result of more than four decades of combined experience, development, testing, and results achieved by LEAP SYSTEMS, Inc. and OLTIS within the financial services industry. LEAP SYSTEMS, Inc. has a long track record of success in developing financial systems that are powerful and verifiable and are received with great enthusiasm and success by advisors and consumers,” said Sal Esposito, Chairman & CEO, OLTIS Software, LLC. “OLTIS has refined a financial engine of unparalleled flexibility, modularity, and calculative strength which combined with LEAP’s unique financial tools and systems has created literally a financial software platform that is without peer in the financial marketplace.”

“The Wealth In Motion™ software has literally been in development for close to 10 years. LEAP SYSTEMS, Inc. had to find the right development partner to help us complete the vision we had for a financial tool that would help clients and their advisors create more wealth, happiness, and success in their lives without the complexity and lack of control that so many people feel. Upon our initial introduction to OLTIS Software we found an immediate match due to the strength of their technologies, track record, and shared vision of where the financial services industry needs to be for both clients and advisors,” explained Robert Castiglione, CEO, LEAP SYSTEMS, Inc.

About LEAP SYSTEMS, Inc.

LEAP SYSTEMS, Inc. (www.leapsystems.com) is a leading developer of financial systems for insurance agents, financial advisors, CPAs, and consumers. Since 1980, LEAP has designed financial processes and technologies which seek to help people to increase their wealth, benefits and money supply, while significantly reducing the risks normally associated with these processes. It is this unique approach towards designing effective, verifiable, and guarantee-based financial solutions which has driven the consumers’ and financial professionals’ interest in LEAP’s products and services for almost 30 years.

About OLTIS Software, LLC.

OLTIS SOFTWARE, LLC. (www.oltis.com) based in Tucson, Arizona with offices in Phoenix, Arizona and Seattle, Washington is a leading software development company for the financial services industry. OLTIS provides numerous software solutions to the financial industry, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers. OLTIS has served the needs of leading national and global financial institutions for over 10 years. OLTIS has developed a comprehensive financial engine that is the core of the dynamic framework used to deliver “visual financial modeling” applications with the most powerful client facing capability available in the financial software Industry.

Wealth In Motion®, PS&G Model®, the LEAP SYSTEM® are all trademarks or registered trademarks of LEAP SYSTEMS, Inc. in the United States and/or in other countries. Finance Logix™ is a trademark or registered trademark of OLTIS Software, LLC. All other brands, products or service names are or may be trademarks, registered trademarks or service marks of, and used to identify, products or services of their respective owners.

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