If you are a financial advisor, you need to tell three stories to defend your fees and defend yourself:
- The value-add story;
- The long-term story;
- And ultimately, the fiduciary story.
Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets theory, we are the first company to combine behavioral finance with 360° risk visualization to help you tell these stories effectively. A few highlights:
- Multi-dimensional risk tolerance assessment;
- The best Investment Policy Statement (IPS) on the market;
- Identify at-risk clients to prioritize and prevent loss.
- See product for more info.
In the Media
Transforming the Wealth Management Experience
In the U.S., 46 million households use financial advisors, and half of them are not satisfied**. In addition, 24 million households would like to work with financial advisors but can’t find someone they can trust**. That is a potential revenue of $180 billion.
With unprecedented transparency, Andes Wealth Platform helps advisors have in-depth conversations, deliver real insights and build trusting relationships.
Making Every Conversation Count
Our visualizations are intuitive, insightful and simply beautiful, making it a powerful communications platform for advisors to tell stories and demonstrate value.
Make every conversation count. Delight clients, convert prospects and get ahead.
Click here to request demo and be eligible for free trial.
The Andes is the longest continental mountain range on earth, symbolizing our commitment to the long-term success of our clients. Join us to transform the wealth management experience!
** Based on data from multiple sources: http://www.chartingyourfinancialfuture.com/financial-planning/40-of-americans-now-working-with-a-financial-advisor-citing-need-for-better-financial-guidance/, https://www.thinkadvisor.com/2016/06/21/most-americans-get-no-financial-advice-survey/ , https://www.investors.com/financial-advisors/how-financial-advisors-should-deal-with-the-32-of-americans-who-mistrust-them/, http://news.gallup.com/poll/211052/stock-ownership-down-among-older-higher-income.aspx.
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.