Leap Cloud Platform Products

  • Leap Financial Stories®
     

    Use the power of storytelling to easily illustrate financial concepts and reach a new level of client engagement through this incredibly intuitive on-screen experience. Leap's intuitive new collection of calculators provides similar calculation tools to those found in traditional Leap Software, with completely reimagined on-screen experiences.

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    Leap Financial Stories

    Monthly Retail Price $50

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  • Leap Cloud Bundle
    Financial Stories® and Leap XRM®

    Get the most out of your Leap experience and save money when you bundle! Together as the Leap Cloud Bundle®, Financial Stories® and Leap XRM® deliver a full-featured client engagement and presentation suite that serves to educate clients and support lasting professional relationships.

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    Leap Cloud Bundle

    Monthly Retail Price $100

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  • Leap Design Center
    Included with Leap Pro and Leap Pro + subscriptions

    Design Center is an innovative and 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.

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  • Leap Pro & Leap Pro + 
     

    Everything You Need to Experience the Most of Leap

    Get the most out of your Leap experience and save money when you bundle! The best of the Leap Cloud Platform, Financial Stories, Leap XRM, and Design Center deliver a full-featured client-engagement, presentation, and analysis suite that serves to provide client education and decision analysis while supporting lasting professional relationships.

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Leap Systems® Products


  • Wealth In Motion®
    Only available as part of Leap Pro + subscription

    Wealth In Motion® is a financial analysis tool that uses The Leap Model® to help advisors show their clients how to organize, analyze, track and understand their financial life.

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    Wealth In Motion

    Monthly Retail Price $249

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Leap Systems® Resources & Media


  • Leap Client Kit
    10-pack Client Kit

    Wealth In Motion® is the preeminent financial analysis tool in the industry today. It utilizes LEAP's proprietary PS&G Model® to organize, analyze, track, and understand clients’ financial life in one highly visual display.

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  • The Key to Financial Success
    by Robert Castiglione, creator of the Leap System

    “The Key to Financial Success” encourages interaction between clients and advisors, and introduces the reader to a fundamental philosophy focused on building a happier, wealthier and more successful financial future.

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