A New Way to Deliver Wealth Management
Andes Wealth Technologies is the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate & deliver truly personalized services.
It is a total onboarding platform that moves clients seamlessly from risk tolerance to the IPS.
It is also a powerful client communications platform with unprecedented transparency and clarity to help you effectively tell your stories:
Cornerstones of the Andes Wealth Platform
A finalist of the WealthManagement.com Industry Award in 2020 and 2021, our solution is inspired by Dr. Andrew Lo from MIT and his Adaptive Market Theory. Helen Yang, founder and CEO, shared the prestigious Harry Markowitz Award with Dr. Lo in 2011.
The new ways to deliver wealth management includes:
What Our Clients Say
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.
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.
Click here for case studies.
News and Media
Andes Nominated for MMI/Barron’s Award
BOSTON, September 21, 2021 -- Andes Wealth Technologies, an innovative wealth technology company, has been selected as a finalist in
Andes Named Winner of Wealth Management Industry Award
BOSTON, April 26, 2021 /PRNewswire/ -- Andes Wealth Technologies, an innovative wealth technology company, announced today that it has won the
Andes Wealth Tech Announces Integration with Orion
... Behavioral finance and risk analytics have never been more critical for creating a satisfying and successful investment
Helen Yang Featured In FinTech Luminaries
On August 9th, Digital Wealth News featured Helen Yang, founder and CEO of Andes Wealth Technologies in its FinTech Luminaries
The Next Generation of Risk Measurement Methodology
On August 9, 2021, Helen Yang, CFA, founder and CEO of Andes Wealth Technologies, published an article titled "The Next
Andes Launches Client Onboarding and Communication Platform
BOSTON, April 26, 2021 /PRNewswire/ -- Andes Wealth Technologies, an innovative wealth technology company, announced today the release of an integrated, comprehensive,
Andes Wealth Tech Announces Integration with Black Diamond
Andes Wealth Technologies, an innovator in advisor technology, recently announced a new integration with SS&C Technologies’ Black Diamond® Wealth Platform. Andes
Bob Veres Compares Risk Tolerance Products
Bob Veres, a renowned thought leader in wealth management, compares popular risk tolerance products including Andes Wealth Technologies, Riskalyze,
Featured In
Our Integration Partners
We are integrated with Black Diamond Wealth Platform, Orion Advisor Solutions, Charles Schwab/TD Ameritrade and Fidelity Institutional. Coming up is Redtail CRM and more.
