Subscription Model

Andes Wealth Platform

$300Monthly
  • Award-winning platform for forward-thinking financial advisors.
  • Include common integrations, training & support. 30-day cancellation. Advisor can share license with one assistant.

Andes Be-Fi (Limited time)

$0Monthly
  • Practical behavioral finance (including Risk Tolerance Test)
  • Sign up before 12/31/2021 for 6-month free. Online knowledge base and monthly office hour (scroll down). One user per firm.

What is included in limited time offer?

You will get the following:

  1. The basic edition of  our award-winning Risk Tolerance Test. 
  2. Full behavioral finance.
  3. A special tool to better protect baby boomer clients.
  4. Send link for client to take at home.
  5. Lead generation link.

      Click here to sign up.

The following is only available for the full featured Andes Wealth Platform:

  1. Risk Tolerance Test (premium edition).
  2. The IPS generator.
  3. Deep analytics and visualization, for models and portfolios.
  4. White labelling.
  5. Integration with portfolio management systems (Orion and BlackDiamond), and custodians (Schwab, TD and Fidelity). More integrations to come.

Office Hours

The next office hour will be held on 12/14, 2021 04:00 PM Eastern Time (US and Canada)

Register in advance for this meeting: https://us02web.zoom.us/meeting/register/tZIqf-6tqjgqHNBKamPVsBcCI9xbMSsq726b

After registering, you will receive a confirmation email containing information about joining the meeting.