You will get the following:
- The basic edition of our award-winning Risk Tolerance Test.
- Full behavioral finance.
- A special tool to better protect baby boomer clients.
- Send link for client to take at home.
- Lead generation link.
Click here to sign up.
The following is only available for the full featured Andes Wealth Platform:
- Risk Tolerance Test (premium edition).
- The IPS generator.
- Deep analytics and visualization, for models and portfolios.
- White labelling.
- Integration with portfolio management systems (Orion and BlackDiamond), and custodians (Schwab, TD and Fidelity). More integrations to come.