Software built
with intent.
CW Frontier Innovations is a portfolio of focused SaaS products for financial advisors and business owners — each one built to do a few things exceptionally well.
A small company building serious tools. No bloat, no feature sprawl — software shaped around the way professionals actually work.
- Products live
- Three
- Newly launched
- Prezentd
Our Products
Three platforms that solve real problems for professionals who are tired of generic, overpriced software.
LEADAGG
Track every lead, measure campaign ROI, and surface actionable growth insights — without the complexity of enterprise CRMs.
Visit Leadagg→
RITEHQ
The presentation layer between you and your client. Turn complex financial plans into clear, client-ready deliverables using the R.I.T.E. framework.
Visit RiteHQ→
PREZENTD
Transform planning-software exports into custom, branded deliverables — financial plans, tax models, review docs — in minutes instead of hours. No model training on your content.
Visit Prezentd→
How we build
Data you can act on
Raw numbers become decisions. Every product surfaces the metrics that actually matter for growth and client retention.
Client-ready output
Polished reports and presentations that build trust in the meeting — not documents you have to rebuild before sharing.
Built to scale
Modern infrastructure and security practices from day one. Your data stays yours, at any size.
Purpose-built, always
We don't make generic software. Every feature exists because it solves a real problem for a real professional.
Built with care.
Run with discipline.
Your clients' data is never used to train AI models. Our products run on modern infrastructure, and our policies are written to be read — not buried.
We recently completed a SOC 2® Type 2 examination of our infrastructure. If you're evaluating us as the company behind a product your firm depends on, start here.
Ready to talk?
We're always interested in connecting with professionals and firms who want better tools.