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.
It is 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:
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.