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 XRM®
     

    From simplified client management to beautifully designed educational resources, Leap XRM® marries classic management functionality with next-generation technology. The new suite fully integrates with the Leap Strategic Process® and supports professional relationships every step of the way.

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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 Systems® Products


  • Wealth In Motion®
     

    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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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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