Combining behavioral finance with risk visualization is very powerful. Check out the foundational modules, and scroll down for the workflows and use cases.
Andes Wealth Platform has two pillars:
- AccuProfile®: modular and flexible behavioral finance.
- AccuRisk®: 360° risk visualization.
Workflows and Use Cases
- Comprehensive onboading workflow
- Client communications platform
- Practice management
- Protect baby-boomer clients