Are you a forward-thinking financial advisor looking to improve your practice and grow?
If so, we are the first company to combine behavioral finance with robust analytics to help you:
- Quickly identify at-risk clients to improve quality and efficiency of service;
- Effectively communicate with clients;
- Prevent losing clients and grow.
Read on or watch the video.
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. We 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 better engage clients.
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.
- Services are increasing commoditized;
- Clients are getting more sophisticated;
- Volatility is back.
The clock is ticking. Can you afford to wait?
Making Every Conversation Count
With unique analytics, beautiful visuals and actionable insights, you can confidently tell your story and deliver a client experience like never before.
Make every conversation count. Delight clients, convert prospects and get ahead of your robo- and human peers.
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.