Financial advisors can use our secure Amazon Web Service platform directly or fully integrate with existing systems.
|Andes Free||Andes Enterprise|
|Free||Sign up today to get 6-month free! Introductory offer of $100 per advisor per month after 6 months.|
|Get Started||Email firstname.lastname@example.org|
* Risk tolerance test
* Expectation reality check
* Default models
* Real-time risk monitor (limited)
* Client profiling
* Cognitive decline measurement
* Lead generation
* Custom models
* Real-time risk monitor for client portfolios
* Full integration with custodian and portfolio accounting systems
* Model and fund market place
|Perfect for advisors to use the modern tools to engage clients, add value and differentiate themselves.||Perfect for advisors to quickly identify clients at risk;|
Perfect for management to monitor service quality and detect issues early.
Our services include:
- Risk analytics calculated every day to power the entire suite of products.
- Customization and integration.
- Full production support.
- Email email@example.com to send a support request. Be sure to leave a phone number if you wish to get a call back.