Integrated Risk &

Behavioral Platform

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Looking to differentiate, better engage clients, and protect your business?

Andes’ personalized risk tolerance, behavioral finance, and Investment Policy Statement (IPS) solution gives advisors a new way to deliver wealth management.

For investment managers and model market places, its patented deep analytics delivers unparalleled transparency and insights, making it a powerful tool for product distribution.

Award-Winning Solution for
Financial Advisors

Risk Tolerance Assessment

Intuitive, accurate, and defensible, it can be customized for each firm and each client.

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Proposal & Portfolio Analysis

Powerful insights in investments that you can’t get from CNBC and Yahoo! Finance.

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Investment Policy Statement

Streamlined client onboarding process culminates in a robust and educational Investment Policy Statement.

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Actionable Behavioral Finance

Embedded in existing workflows to make it easy to use.

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Deliver Personalization
Throughout the Client Lifecycle

Lead
Generation

Embed risk tolerance test in your website, digital marketing, and email signatures to attract and impress leads.

Streamlined Client
Onboarding

Take clients seamlessly from risk tolerance assessment and proposal generation, to generating a deeply personalized IPS, where each component is the best-in-class.

Client Engagement & Education

Continue to engage clients using behavioral finance in a way that is natural, educational, and non-judgmental.

Protect Baby Boomer Clients:
A Proactive Approach

Normalize the conversation: Make it a best practice to talk about cognitive well-being early to foster trust and transparency.

Establish a baseline: So clients can see it when the inevitable cognitive decline happens.

Be the hero: Let us be the messenger so you can be the hero ensuring their financial well-being is managed with foresight and care.

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 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
Add Andes to Your Stack

Our Integration Partners

Transform Investment Distribution

If you are an investment manager or a distribution platform such as a model marketplace, our patented deep analytics provides unprecedented clarity and transparency to help you distribute products much more efficiently.

Model Manager

If you are a model manager, you can visually identify financial advisors with low performing models to target your sales efforts and demonstrate it interactively in the sales process.

Fund Manager

If you are a fund manager, set up sample models to visually demonstrate how your sample models are better. You can then visually demonstrate how your funds have made the difference.

Model Marketplace

If you have a model marketplace connecting financial advisors with third party model managers, you can drastically improve the advisor’s experience by allowing them to visually compare the models across different managers and styles.

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Awards

Patents

It is very difficult to obtain patents in software, but the US Patent and Trademark Office recognizes real innovation when it sees one. Helen Yang, CFA, founder and CEO, has obtained two patents that cover risk tolerance test, behavioral finance, IPS generator, and deep analytics.

Together, they form the foundation of a new way to deliver wealth management.

Ready to deliver better personalized services?

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