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 the market getting a little more mature, 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™ for managing risk in dynamic markets; and
- AccuProfile™ for managing investment behavior.
As a result, financial advisors can provide personalized advice efficiently backed by robust datasets. It can also be seamlessly integrated with the advisors’ existing platform to provide a powerful tool for lead generation.
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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.