Firms team up to give advisors overview of wealth-management priorities. Bridgewater, N.J.-based Leap Systems and Oltis Software have combined technologies to provide a "visually dynamic" application called Wealth in Motion. It's supposed to help financial planners, life-insurance agents, accountants and other advisors and their clients make more appropriate and verifiable decisions with their money.

Clients get a peak

"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," says Sal Esposito, chairman and CEO of Tucson, Ariz.-based Oltis.

Wealth in Motion includes micro-financial tools that support wealth building and address matters touching on insurance, retirement, education, allocation, estate, and other financial issues. The application is meant to simplify the advisor's business processes and, with its visual emphasis, also engages the client and supports consultative decision-making.

Leap Systems develops financial systems for insurance agents, financial advisors, CPAs and consumers.

Oltis provides software applications to the financial industry. -FWR

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