For a limited time, try Andes Wealth Platform for free for two weeks.

From independent RIAs to broker dealers, Andes Wealth has the robust risk, behavioral finance and IPS solution for you.

Our pricing includes all features of the Andes Wealth Platform and unlimited training and support.

• Risk tolerance assessment
• Migration from Nitrogen and other RTQs
• Lead generation link for firm and each advisor
• Proposal generation
• Investment Policy Statement (IPS)
• Portfolio comparison & real-time visualizations
• Compliance with SEC marketing rule
• Model management: backtest, stress test, visual comparison & performance attribution 
• Strategic and tactical models
• Drift monitoring
• Integrations

• Compliant with SEC marketing rule & Reg BI
• Unlimited number of clients and prospects 
• Unlimited number of accounts
• Unlimited number of models
• Unlimited training & support
• 4-Dimensional risk framework
• Practical behavioral finance
• Cognitive baseline for baby-boomer clients
• Ongoing client engagement
• IPS customization available 
• Custom questionnaires available

Submit the form below to request pricing. When we speak, be sure to ask about our discounts for the Schwab Affinity Services Program, the FPA Marketplace, and other partners!