“Our clients like the streamlined process that Andes Wealth has provided.

This has opened up another level of conversation we are now having which is leading to much better and deeper relationships.”

Lloyd Easters, CIO, INVST

“After running Andes Wealth and Riskalyze side by side for 3 months…

… there was no question that Andes was the better option. It is visual and advisor friendly, making it easy to communicate to clients and prospects. We also use it a lot to test our models.”

Jim Murphy, J. Murphy Asset and Tax Management

“We needed something to help us identify investor types and behavioral biases.

Andes Wealth stood out as a unique way to not only help us better understand our clients and prospects, but also help our advisors better understand themselves so they could better relate to clients.”

Jack Cowling, CFA, Waterway Wealth Management

“If you are looking to have a formalized process around IPS, Andes is a no brainer.

When the markets are down, you come to us and perhaps look to change your portfolio, we will pull up your IPS, show you the questionnaires we went through, and remind you that you were comfortable with, say, the 60/40 portfolio. ”

Dan Song, CFA, Partner, Westfield Financial Planning

“After exhaustive research, we finally found a Risk/IPS tool that meets our needs!

Helen and her team are amazing to work with. Very few vendors are as dedicated as Andes to making sure that their product meets the needs of their clients.”

Cathy Caddell, COO, Murphy & Sylvest

“We use the IPS by Andes for all of our clients.

We are very happy with the Andes Wealth risk tolerance and IPS software. It displays information in a way that is consistent with the conversations we already had been having with our clients.”

Greg Will, CPA, CFP®, Managing Partner, Bestgate Advisors

“This is much more than a risk profiling system.

This is truly a holistic risk profiling approach, grounding the entire client onboarding process with long term value.”

David Maurice, CIO & VP, Worthwhile Wealth Council

“Andes client solutions are best-in-class.

What it provides to our clients in the manner is bar none. We are very happy with Andes Wealth.”

Justin Peek, CFP®, Founder, Peek Wealth

“I love Andes Wealth. It is light years ahead of…

… what the other technology in the space can do. The team is great to work with as well- very responsive.

Nate Helms, CFP®, CIMA®, Integrity Wealth Team