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ELEVATE YOUR PRACTICE. EMPOWER YOUR CLIENTS.

The Only System Designed for True Macro-Manager Success

In a world of fragmented advice and partial solutions, only Leap provides the proprietary system to see, coordinate, and optimize your clients’ entire financial universe. While others may copy the language, only Leap owns the system— delivering the unmatched clarity and strategic advantage your practice demands.

Leap Pro

 165/mn

$

Calculators

Financial Stories

 55/mn

$

Presentations

Stories

Learning Center

XRM (Client Relationship Management Tool)

Client Portal

Collaborate (with other Leap Professionals)

Present Position Model

Cash Flow Analysis

Master Report

Resource Identification Worksheet

Task List

Design Center

Leap Draw

Join the community

Learn more about our community of financial professionals, committed to personal growth and client success.

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