BOSTON, September 21, 2021 — Andes Wealth Technologies, an innovative wealth technology company, has been selected as a finalist in the 2021 Money Management Institute/Barron’s Industry Award in the Disruptor category.
“It’s an honor to be recognized by the MMI/Barron’s Industry Award, one of the most prestigious awards in financial services industry,” said Helen Yang, CFA, Founder and CEO of Andes Wealth Technologies. “Andes Wealth Platform is designed to disrupt the traditional cookie cutter service, and the nomination is the validation of our innovation.”
Andes Wealth Technologies is the first company to combine behavioral finance and risk to help financial advisors deliver differentiated and truly personalized services.
It starts with getting to know clients deeply using behavioral finance and Andes Wealth Platform provides an easy way for financial advisors to use behavioral finance systematically. The behavioral finance module, along with its proprietary Risk Tolerance Test, recently won the WealthManagement.com 2021 Industry Award in the Risk Tolerance/Client Profiling category.
The conversation on emotions and behavioral biases is supported by Andes’ proprietary deep analytics and visualization that deliver timely insights in investments to help advisors tell a robust long-term story. This significant innovation was recognized by the WealthManagement.com 2021 Industry Award in the Portfolio Analytics category.
Wealth management is undergoing drastic changes and financial advisors face tremendous pressure to demonstrate value and justify their fees; Andes Wealth Technologies is a vital catalyst to transform the traditional cookie-cutter service to differentiated, truly personalized services.
About Andes Wealth Technologies
Andes Wealth Technologies is the first company to combine behavioral finance with risk visualization to provide a new way to deliver wealth management services. Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, Andes Wealth provides a comprehensive client onboarding and communication technology solution to help financial advisors differentiate and personalize services. Helen Yang, CFA, founder and CEO of Andes Wealth Technologies, shared the prestigious Harry Markowitz Award with Dr. Lo in 2011. Visit https://andeswealth.com to learn more.
About Money Management Institute (MMI)
Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Through conferences, educational resources, and thought leadership, MMI facilitates peer-to-peer connections, fosters industry knowledge and professionalism, and supports the development of the next generation of industry leadership. MMI member firms are dedicated to helping individual and institutional investors, at every level of assets, plan for and fulfill their financial goals. For more information, visit www.MMInst.org.
About Barron’s
Barron’s (www.barrons.com) is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
