Financial services are increasing commoditized and the race to zero has reached a feverish pitch in the last couple of years. ETF fees are next to zero; trade commissions are zero. The 1% fee that financial advisors charge is now the elephant in the room.
With robo capabilities becoming ubiquitous and subscription model popping up, forward-thinking financial advisors already feel tremendous pressure to differentiate, add value and defend fees.
We are the first company to combine behavioral finance with robust analytics to help you move up the value chain to:
- Quickly identify at-risk clients to prevent loss;
- Better engage clients and demonstrate value;
- Effectively convert prospects.
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The Andes Wealth Platform
Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, the Andes Wealth Platform has two cornerstones:
- AccuProfile®: It starts with getting to know the clients well. Our bite-size mini questionnaires put behavioral finance at your fingertips.
- AccuRisk®: Use 360° risk visualization to quickly identify at-risk clients, monitor across the firm, and better engage clients.
Combining behavioral finance with risk visualization, you can effectively improve practice management and deliver a client experience like never before.
Looking for a New 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.
Wealth management is undergoing dramatic changes, making it more challenging to maintain the status quo. The clock is ticking; can you afford to wait?
Making Every Conversation Count
Our visualizations are intuitive, insightful and simply beautiful, making it a powerful communications platform for advisors to tell the story and demonstrate value.
Make every conversation count. Delight clients, convert prospects and get ahead.
Integration Partners
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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.