According to ThinkAdvisor, 68% of Americans said they didn’t have a trusted financial advisor. Among those who did work with a professional, only 40% felt their advisor provided tailored attention.
This is because financial advisors didn’t have the right tools, until now.
Precision Risk and Behavior Platform for Financial Advisors
Andes Wealth Technologies provides PrecisionRisk™ – an open platform for investment risk and behavior – so financial advisors and savvy investors can better manage market risk and behavioral biases.
As a result, financial advisors can provide personalized advice efficiently backed by robust datasets. It can also be seamlessly integrated with the advisors’ existing platform to provide a powerful tool for lead generation.
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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.