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.”
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.