Andes Wealth Technologies is the first company to combine behavioral finance with risk analytics, to empower financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services.
It is a new way to deliver wealth management.
Cornerstones of the Andes Wealth Platform
Inspired by Dr. Andrew Lo from MIT and his Adaptive Market Theory, our award-winning platform 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 Wealth Technologies Announces Risk Analysis Integration with Redtail CRM
Boston, MA, April 25, 2023 – (EIN Presswire) – Andes Wealth Technologies, the first company to combine behavioral finance with
Andes Wealth Technologies Wins Top Thought Leadership and Education Honors at the 2022 Thinkadvisor Luminaries Awards
November 21, 2022, New York, New York - Andes Wealth Technologies, the first company to combine behavioral finance and risk
Independent RIA Waterway Selects Andes Wealth Tech
BOSTON--(BUSINESS WIRE)--Andes Wealth Technologies, an innovative wealth technology company, announces that it has signed Waterway Wealth Management, a Texas-based RIA
Andes Wealth Technologies Won Two Categories in 2022 Wealthies
New York, September 9, 2022 /Business Wire/ -- Andes Wealth Technologies, the first company to combine behavioral finance and risk
Andes Wealth Technologies Awarded Patent on Investor Risk System
June 22, 2022 11:45 AM Eastern Daylight Time BOSTON--(BUSINESS WIRE)--Andes Wealth Technologies, the first company to combine behavioral finance and
Andes Named Winner of Family Wealth Report Award
BOSTON, May 9, 2022 /Business Wire/ -- Andes Wealth Technologies, an innovative wealth technology company, has been named the winner
Andes Named Winner of WealthTech Americas Award
BOSTON, March 21, 2022 /Business Wire/ -- Andes Wealth Technologies, an innovative wealth technology company, has been named the WealthBriefing 2022 WealthTech
Andes Wealth Tech Announces Integration with Orion
... BOSTON, Feb. 17, 2022 /PRNewswire/ -- Andes Wealth Technologies, an innovative advisor technology company, today announces its integration with Orion
Independent RIA INVST Selects Andes Wealth Tech for Onboarding
BOSTON, Feb. 7, 2022 /PRNewswire/ — Andes Wealth Technologies, an innovative wealth technology company, announces that it has signed up INVST,
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
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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.
