Andes Wealth Platform, a New Way to Deliver Wealth Management

A New Way to Deliver Wealth Management

Andes Wealth Technologies is the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate & deliver truly personalized services.

It is a total onboarding platform that moves clients seamlessly from risk tolerance to the IPS.

It is also a powerful client communications platform with unprecedented transparency and clarity to help you effectively tell your stories:

The Long Term Story

Sow the seeds during onboarding, document it in the IPS, and revisit it during market turmoil.

The Value-Add Story

Our portfolio visualization makes it easy for you to demonstrate your value, in a way that clients can understand.

The Fiduciary Story

Our approaches are direct, transparent and full of real insights to help you build credibility and strengthen trust.

Cornerstones of the Andes Wealth Platform

A finalist of the 2020 WealthManagement.com Industry Award, our solution is inspired by Dr. Andrew Lo from MIT and his Adaptive Market Theory. Helen Yang, founder and CEO, shared the prestigious Harry Markowitz Award with Dr. Lo in 2011.

The new ways to deliver wealth management 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.