Wealth Management Hyperloop: Andes Wealth Featured in Javelin Strategy

Andes Wealth was recently featured in an article by William Trout in Javelin Strategy entitled “Wealth Management Hyperloop – Digitizing the path from client profiling to portfolio management.” A few highlights:

• • Will points out “the inexact and psychologically loaded nature of the risk profiling exercise and the challenge of translating results into actionable strategy”.
  • “One way to illustrate possible tradeoffs among portfolio models or risk brackets is to show the upside and downside of each model and then ask the client to choose the model with which she feels most comfortable. This is the approach pursued by risk profiling vendor Andes Wealth, which takes the further step of automating the creation of an IPS.”