According to ThinkAdvisor, 68% of Americans said they didn’t have a trusted financial advisor. Among those who did work with a professional, only 40% felt their advisor provided tailored attention. Now with volatility coming back, leading your clients through the next challenge can be daunting.
Andes Wealth Technologies tackles these problems head-on through its Accurate Risk and Behavior Platform to deliver happier clients and happier advisors. The platform has two cornerstones: AccuRisk™ and AccuProfile™.
- Accurate risk management for dynamic markets
- Monitor risk in real time instead of relying on long term averages
- Backed by robust data sets
- Provides detailed investor profiling to manage behaviors and expectations
- Monitors cognitive decline for baby boomers and those in early stages of Alzheimer’s and dementia
- Tests financial IQ
- Reliable and efficient
As a result, financial advisors can provide personalized advice efficiently backed by robust datasets.
It can be used as a stand-alone platform or seamlessly integrated with the advisors’ existing platform to provide a powerful tool for lead generation and advanced risk and behavior capability.
Click here to check it out, or email firstname.lastname@example.org to request a product demo.
Disclaimer: Andes Wealth Technologies Inc. provides tools and information solely for the convenience of the readers and subscribers. Nothing provided by Andes Wealth constitutes investment advice or client/advisor relationship. Readers and subscribers are responsible for their own investment decisions. Whenever possible, Andes encourages readers and subscribers to consult with their financial advisors.