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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.

Differentiation

How to stand out from competition and justify the advisory fee?

Compliance

How to withstand the scrutiny from regulators and arbitrators?

Next Level of Service

Want to deliver truly personalized services but don’t know how?

A New Way to Deliver Wealth Management

Cornerstones of the Andes Wealth Platform

Inspired by Dr. Andrew Lo from MIT and his Adaptive Market Theory, our award-winning platform includes:

Investment Risk Tolerance

Our Multi-dimensional Risk Tolerance is direct, transparent and defensible. It maps directly to one of your models.

Real-Time Risk Monitor

A.k.a, the Portfolio Visualizer. Demonstrate value with prospects, and calm down clients during market turmoil.

Behavioral Finance / Client Profiling

The Behavior Risk Index™ is a single number to indicate the client’s behavioral risk. It also helps protect baby boomer clients.

Total Onboarding & IPS

From Risk Tolerance to the Investment Policy Statement (IPS), it is a streamlined process. The IPS is customizable too!

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.

Lloyd Easters, CIO, INVST

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.

Wayne Firebaugh, Wayne Firebaugh Inc.