Andes Wealth Technologies Announces Integration with Advyzon
BOSTON, MA, US, June 6, 2023/EINPresswire.com/ -- Andes Wealth Technologies, the first company to combine behavioral finance with risk visualizations, empowering
Andes Wealth Technologies Announces Risk Analysis Integration with Redtail CRM
Boston, MA, April 25, 2023 – (EIN Presswire) – Andes Wealth Technologies, the first company to combine behavioral finance with
Helen Yang – Andes Wealth Technologies Joins Global Elite With WealthBriefing WealthTech Americas Award 2023
Leading wealth management industry participant, Helen Yang - Andes Wealth Technologies, has joined the ranks of an elite global group
Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg
Andes Wealth Technologies Wins Top Thought Leadership and Education Honors at the 2022 Thinkadvisor Luminaries Awards
November 21, 2022, New York, New York - Andes Wealth Technologies, the first company to combine behavioral finance and risk
Independent RIA Waterway Selects Andes Wealth Tech
BOSTON--(BUSINESS WIRE)--Andes Wealth Technologies, an innovative wealth technology company, announces that it has signed Waterway Wealth Management, a Texas-based RIA
Andes Wealth Technologies Won Two Categories in 2022 Wealthies
New York, September 9, 2022 /Business Wire/ -- Andes Wealth Technologies, the first company to combine behavioral finance and risk
Andes Wealth Technologies Awarded Patent on Investor Risk System
June 22, 2022 11:45 AM Eastern Daylight Time BOSTON--(BUSINESS WIRE)--Andes Wealth Technologies, the first company to combine behavioral finance and
Andes Wealth Technologies featured in ScratchWorks Season 4
ScratchWorks, the wealth management industry’s elite fintech accelerator, finally debuted its Season 4 at the Barron’s Advisor Independent Summit in late March in Louisville, Kentucky. Three emerging fintech companies took the stage live to make their pitch — “Shark Tank” style — to the luminary investors of ScratchWorks, hopeful for industry fame, valuable connections and most importantly, cold, hard cash to fuel their growth. No doubt these tech entrepreneurs were humming Pink Floyd’s “Money” as they prepared for the main stage.
Andes Named Winner of Family Wealth Report Award
BOSTON, May 9, 2022 /Business Wire/ -- Andes Wealth Technologies, an innovative wealth technology company, has been named the winner
Andes Named Winner of WealthTech Americas Award
BOSTON, March 21, 2022 /Business Wire/ -- Andes Wealth Technologies, an innovative wealth technology company, has been named the WealthBriefing 2022 WealthTech
Andes Wealth Tech Announces Integration with Orion
... BOSTON, Feb. 17, 2022 /PRNewswire/ -- Andes Wealth Technologies, an innovative advisor technology company, today announces its integration with Orion
Independent RIA INVST Selects Andes Wealth Tech for Onboarding
BOSTON, Feb. 7, 2022 /PRNewswire/ — Andes Wealth Technologies, an innovative wealth technology company, announces that it has signed up INVST,
Andes Nominated for MMI/Barron’s Award
BOSTON, September 21, 2021 -- Andes Wealth Technologies, an innovative wealth technology company, has been selected as a finalist in
Andes Named Winner of Wealth Management Industry Award
BOSTON, April 26, 2021 /PRNewswire/ -- Andes Wealth Technologies, an innovative wealth technology company, announced today that it has won the
Helen Yang Featured In FinTech Luminaries
On August 9th, Digital Wealth News featured Helen Yang, founder and CEO of Andes Wealth Technologies in its FinTech Luminaries
The Next Generation of Risk Measurement Methodology
On August 9, 2021, Helen Yang, CFA, founder and CEO of Andes Wealth Technologies, published an article titled "The Next
Press release: Andes Wealth Technologies Launches Total Client Onboarding and Communication Platform
Andes Wealth Technologies, an innovative wealth technology company, announced today the release of an integrated, comprehensive, and powerful client onboarding and communication platform to help advisors enhance client relationships and better manage their practices.
Andes Launches Client Onboarding and Communication Platform
BOSTON, April 26, 2021 /PRNewswire/ -- Andes Wealth Technologies, an innovative wealth technology company, announced today the release of an integrated, comprehensive,
Andes Wealth Tech Announces Integration with Black Diamond
Andes Wealth Technologies, an innovator in advisor technology, recently announced a new integration with SS&C Technologies’ Black Diamond® Wealth Platform. Andes
Bob Veres Compares Risk Tolerance Products
Bob Veres, a renowned thought leader in wealth management, compares popular risk tolerance products including Andes Wealth Technologies, Riskalyze,
