Home - Andes Wealth Technologies

Transforming the Wealth Management Experience

A streamlined total onboarding experience, a deeper client communications experience, and real insights to help you effectively tell:

Your Long Term Story

The best way to tell the long term story is to understand what is really going on in the shorter terms.

Your Value-Add Story

How do you demonstrate your values in a way that clients can easily understand? And to help them learn and grow as investors?

Your Fiduciary Story

Transparency and real insights are the foundations of a trusting long-term relationship.

Our Solutions

We are a finalist of the 2020 WealthManagement.com Industry Award.

Inspired by Dr. Andrew Lo from MIT and his Adaptive Market Theory that reconciles behavioral finance with traditional finance theory.

Helen Yang, founder and CEO, shared the prestigious Harry Markowitz Award with Dr. Lo in 2011.

Risk Tolerance

Our Multi-dimensional Risk Tolerance is direct, transparent and defensible.

Risk Monitor

Other systems may have risk analytics monthly, quarterly or not at all, we have it daily to deliver real insights that you can’t get from CNBC and Yahoo! Finance.

Behavioral Finance

People talk a lot about behavioral finance, but there hasn’t been a good way to use it systematically until now. It also helps protect baby boomer clients.

Total Onboarding

A streamlined process from Risk Tolerance to the Investment Policy Statement (IPS). It 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.