Looking to Stand Out, Convert Prospects &
Help Your Clients Grow?
Award-winning Risk and Behavioral Platform
Personalized Advice Throughout Client Lifecycle
Add Andes to Your Stack
Our Integration Partners
Awards
Patents
Helen Yang, CFA, founder and CEO, co-winner of the 2011 Harry Markowitz Award, has obtained two patents from the US Patent and Trademark Office that cover risk tolerance test, behavioral finance, IPS generator, and deep analytics.
Together, they form the foundation of a new way to deliver wealth management.
Risk & Behavioral Solution for Financial Advisors
Protect Baby Boomer Clients:
A Proactive Approach
Have you ever noticed cognitive declines of clients but don’t know how to to bring it up?
Just like doctors recommending certain tests at certain ages, make it the best practice to establish a cognitive baseline early, and retake the quick test every year.
Clients can see it themselves when decline happens, and you can be the hero ensuring their financial well-being is managed with foresight and care.
It is also a great opportunity to engage the next generation early to build trust and continuity.
Convert Prospects
“Andes Wealth is not a marketing tool, but it drives conversations that help a prospect see your investment expertise… to close a higher percentage of prospects.”
Know Your Clients
“It goes beyond traditional risk tolerance measurement to provide a deeper look at a client’s behavioral biases, investment personality, and facilitate a deeper conversation.”
Defensible in Court
“Andes portfolio decision-making process is defensible in court as actual assessment of what the client wants, needs and can tolerate in difficult markets.”
Bob Veres, Inside Information
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