If you are a financial advisor, you need to tell three stories to defend your fees and defend yourself:
- The value-add story;
- The long-term story;
- And ultimately, the fiduciary story.
Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets theory, we are the first company to combine behavioral finance with 360° risk visualization to help you tell these stories effectively. A few highlights:
- Multi-dimensional risk tolerance assessment;
- The best Investment Policy Statement (IPS) on the market;
- Identify at-risk clients to prioritize and prevent loss.
- See product for more info.
In the Media
Transforming the Wealth Management 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.
With unprecedented transparency, Andes Wealth Platform helps advisors have in-depth conversations, deliver real insights and build trusting relationships.
Making Every Conversation Count
Our visualizations are intuitive, insightful and simply beautiful, making it a powerful communications platform for advisors to tell stories and demonstrate value.
Make every conversation count. Delight clients, convert prospects and get ahead.
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.