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Bob Veres explores and compares Risk Tolerance Products, featuring Andes Wealth Technologies among others. Gain valuable insights and make informed decisions in your financial journey. Check out the detailed analysis by Bob Veres on Advisor Perspectives here.

Andes Wealth CEO Helen Yang recently published an article in Advisor Perspectives entitled "How to Reduce Panic with Passion and Credibility." As the Coronavirus pandemic spreads, “Even the most rational clients are subject to emotions, especially during the current coronavirus outbreak when the threat is both financial and physical. “

CEO Helen Yang was recently featured in an article in Financial Planning by Suleman Din entitled ‘Do more for me’: Clients demanding digital banking options.

Check out a recent article by CEO Helen Yang in Wealth Management: "How Can Advisors Add Value and Defend Fees?" Discover strategies to showcase your value and justify fees in an ever-evolving financial landscape. “Advisors need to move beyond ‘buy and hold’ and ‘high risk, high return’ to deal more with clients’ behaviors and emotions.” 

Andes Wealth is thrilled to be featured in the Michael Kitces Nerd’s Eye View and in the Advisor FinTech Map.   “It’s tough to stand out in the space for risk profiling tools, but Andes Wealth has built some innovative features into their product including behavioral finance that should help advisors know their clients better and identify at-risk accounts.” — Craig Iskowitz

“With the tagline ‘Where Behavioral Finance Meets Analytics’, the company’s Real-Time Risk Monitor lets financial advisers visualize and communicate investment risk for clients; its Risk Tolerance Test and behavioral surveys help clients understand how much investment risk they can tolerate, and its Cognitive Ability Test lets advisers know if their clients are having cognitive issues that could impede their ability to make wise personal finance decisions.”