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 analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces today that it has taken home Wealthmanagement.com “Wealthies” Awards in two categories: Portfolio Analytics and Onboarding/New Account Opening for its Integrated Client Onboarding Platform.

After their 2021 win in the Risk Tolerance/Client Profiling category, Andes has continued to enhance its deep analytic visualizations which map an investor’s risk preference directly to one of their financial advisor’s model portfolios while built-in behavioral finance capabilities help advisors moderate client emotions during market volatility.

The Andes team also secured a Wealthy in the Onboarding/Account Opening category for its Integrated Client Onboarding Platform, which moves clients seamlessly from risk tolerance assessment to portfolio analysis, proposal generation, Investment Policy Statement (IPS), and account opening.

“We are honored by this recognition from WealthMangement.com, a testament to the hard work our team has done to continuously reimagine the way today’s advisors deliver wealth management,” said Helen Yang, CFA, founder and CEO of Andes and inventor of the Risk Management patent. “It’s our mission to build the tools advisors need to differentiate themselves in a competitive market, satisfy RegBI and compliance requirements, and offer hyper-personalized services to their clients.”

To learn more about the solutions available on the Andes Wealth platform, click here.