Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
HISTORY
Leap Systems is a leading provider of innovative financial systems for financial professionals throughout the United States and Canada.
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Since our founding in 1980, we have been recognized by many of the world's top financial institutions as a leader and trusted resource for achieving superior results and delivering an end-to-end financial solution.
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Our strategies, methodologies and technology continue to transform the way financial professionals interact and build relationships with their clients. The result is a comprehensive, scientific, interactive and visually engaging experience unlike any other financial process designed around the Leap Model.
Meet the Team
The Leap team is a diverse group of professionals with extensive experience in the financial services industry. We believe that your success is rooted in our ability to create software tools and educational experiences that leave a lasting and successful impact for all Leap users.
Get to know us and discover how we can help you contribute to your clients' personal financial goals of long-term growth and prosperity.
