Use our award-winning risk tolerance and behavioral finance tools to transform the way you deliver wealth management. Take a look at a few of our recent Case Studies, and see how.

Westfield: Using Investment Policy Statement to Formalize Client Onboarding

“Most successful practices have systems in place, that create a repeatable process, almost like you are on auto pilot. Andes platform is one of these types of processes that every practice needs. If you are looking to have a formalized process around creating and presenting an IPS, Andes is a no-brainer.”

J Murphy: Switching to Andes Platform

J Murphy Asset and Tax Management decided to switch to the Andes Wealth Platform to support conversations with clients on risk, after running it side by side with another platform for three months. 

Waterway: Using behavioral finance

Explore how Waterway Wealth Management uses AndesWealth’s  behavioral finance systematically in Andes Wealth Platform to effectively communicate with clients.

INVST: Streamlining client onboarding

Learn how INVST brings together their investment model recommendations with clients’ risk profiles and behavioral assessments, while creating truly personalized and educational Investment Policy Statements with a click of a button.


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