Looking to Stand Out, Convert Prospects &

Help Your Clients Grow?

Award-winning Risk and Behavioral Finance Platform for Financial Advisors

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Client Success Stories

Personalized Advice Throughout Client Lifecycle

Convert Prospects

Get to know your prospects holistically, and drive conversations to showcase your expertise and unique insights.

Smart Onboarding

Take clients from risk tolerance assessment, proposal generation, to a deeply personalized Investment Policy Statement.

Help Clients Grow

Have insightful conversations, increase retention and referral, and help clients learn and grow as investors.

Add Andes to Your Stack

Our Integration Partners

Awards

Patents

Helen Yang, CFA, founder and CEO, has obtained two patents from the US Patent and Trademark Office that cover risk tolerance test, behavioral finance, IPS generator, and deep analytics.

A problem solver and thought leader, Yang received her MBA from the Massachusetts Institute of Technology, and shared the prestigious Harry Markowitz Special Distinction Award in 2011 with Dr. Andrew Lo, who invented the Adaptive Markets Theory.

Risk Analytics & Behavioral Finance Solution for Advisors

Beyond Risk Tolerance Questionnaire

Traditional risk tolerance questionnaire is great… to support a modern approach that is intuitive, accurate, and personalized.

Proposal Generation & Portfolio Visualizer

Combine risk tolerance and risk capability to generate a proposal, and use our portfolio visualizer to help you effectively convert prospects.

Investment Policy Statement

With the click of a button, you can generate a deeply personalized Investment Policy Statement, infused with behavioral finance, to help you tell the long-term story.

Actionable Behavioral Finance

Is your client a passive investor, trend follower or contrarian? Do they have loss aversion and other behavioral biases? Find out with our behavioral finance solution.

Protect Aging Clients: A Proactive Approach

Have you ever noticed your client’s cognitive decline but don’t know how to to bring it up?

Just like doctors recommending certain tests for certain ages, you can make it the best practice to use a quick test to establish a cognitive baseline early, and retake it every year.

Clients can see it themselves when declines happen. It is also a great opportunity for you to engage the next generation early to build trust and continuity.

How Does Andes Wealth Help Financial Advisors Succeed?

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 with Behavioral Finance

“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.”

Protect Your Practice

“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 Compares Risk Tolerance Products in Advisor Perspectives article

Bob Veres, Inside Information

Client Success Stories

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