Andes Wealth is the first company to combine behavioral finance with risk visualization to provide financial advisors a new way to deliver wealth management. We offer a Total Onboarding Platform, moving clients seamlessly from risk tolerance to the IPS. It also serves as a powerful Client Communications Platform during market turmoil.
What is your risk tolerance? Let us show you, in only 5 minutes!
When you become an Andes client, we recommend that you insert the following into your website to allow your users the ability to take full advantage of the Andes experience.
Our Risk Assessment
We partner with Andes Wealth Technologies to use their proprietary Multi-dimensional Risk Tolerance to get an accurate measure of our client’s true risk tolerance.
We use this assessment to structure the portfolio to fit our client’s individual risk preferences.
Click on the button to check it out yourself.
Want it for your company? Request a demo to get started.