Andes Wealth Technologies is the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services.
It is a new way to deliver wealth management.
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Cornerstones of the Andes Wealth Platform
Inspired by Dr. Andrew Lo from MIT and his Adaptive Market Theory, our award-winning platform includes:
What Our Clients Say
We have been really excited about using Andes Wealth Platform with our clients. It helps us manage them better, counsel them better, and get them into a better investment strategies. It just has been an all-around useful tool that I don’t think it exists elsewhere in the market.
I have been using Andes Wealth Platform to visually illustrate to my clients their lack of diversification and excessive risk in their existing portfolios and show them a better way. I like the way that Andes help me seamlessly move from compliance, questionnaires to an IPS that my clients can understand.
Click here for case studies.
News and Media
Andes Wealth Technologies Awarded Patent on Investor Risk System
June 22, 2022 11:45 AM Eastern Daylight Time BOSTON--(BUSINESS WIRE)--Andes Wealth Technologies, the first company to combine behavioral finance and
Andes Named Winner of Family Wealth Report Award
BOSTON, May 9, 2022 /Business Wire/ -- Andes Wealth Technologies, an innovative wealth technology company, has been named the winner
Andes Named Winner of WealthTech Americas Award
BOSTON, March 21, 2022 /Business Wire/ -- Andes Wealth Technologies, an innovative wealth technology company, has been named the WealthBriefing 2022 WealthTech
Andes Wealth Tech Announces Integration with Orion
... BOSTON, Feb. 17, 2022 /PRNewswire/ -- Andes Wealth Technologies, an innovative advisor technology company, today announces its integration with Orion
Andes Named Winner of Wealth Management Industry Award
BOSTON, April 26, 2021 /PRNewswire/ -- Andes Wealth Technologies, an innovative wealth technology company, announced today that it has won the
The Next Generation of Risk Measurement Methodology
On August 9, 2021, Helen Yang, CFA, founder and CEO of Andes Wealth Technologies, published an article titled "The Next
Andes Wealth Tech Announces Integration with Black Diamond
Andes Wealth Technologies, an innovator in advisor technology, recently announced a new integration with SS&C Technologies’ Black Diamond® Wealth Platform. Andes
Bob Veres Compares Risk Tolerance Products
Bob Veres, a renowned thought leader in wealth management, compares popular risk tolerance products including Andes Wealth Technologies, Riskalyze,
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Our Integration Partners
We are integrated with Black Diamond Wealth Platform, Orion Advisor Solutions, Charles Schwab/TD Ameritrade and Fidelity Institutional. Coming up is Redtail CRM and more.
