Looking to Stand Out, Convert Prospects & Help Your Clients Grow?

Award-winning Risk and Behavioral Finance Solution for Financial Advisors

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Client Success Stories
  • An illustration depicting a scale with one end showing the potential benefits (upside) of higher risk tolerance, and the other end showing the potential drawbacks (downside) of lower risk tolerance in investment decision-making.
  • Target risk level
  • Chart depicting behavioral biases.

Personalized Advice Throughout Client Lifecycle

Lead

Convert Prospects

Get to know your prospects holistically, and drive conversations to showcase your expertise and unique insights.

StreamlinedClientOnboarding

Smart Onboarding

Take clients from risk tolerance assessment, proposal generation, to a deeply personalized Investment Policy Statement.

Client Engagement Education

Help Clients Grow

Have insightful conversations, increase retention and referral, and help clients learn and grow as investors.

Add Andes Risk to Your Stack

Our Integration Partners

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Black Diamond integration.
Orion integration logo.
Redtail integration.
Advyzon integration.
Pershing logo.
Fidelity integration.
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Emoney Integration.
Assetbook

Awards

MMI Industry Awards
Wealth Management Winner
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Patent and Trademark Office

Patents

Helen Yang, CFA, founder and CEO, has obtained two patents from the US Patent and Trademark Office that cover risk tolerance test, behavioral finance, IPS generator, and deep analytics.

A problem solver and thought leader, Yang received her MBA from the Massachusetts Institute of Technology, and shared the prestigious Harry Markowitz Special Distinction Award in 2011 with Dr. Andrew Lo, who invented the Adaptive Markets Theory.

Risk Analytics & Behavioral Finance Solution for Advisors

Beyond Risk Tolerance Questionnaire

Traditional risk tolerance questionnaire is user friendly but has its limitations, which can be addressed by a sensible, numbers-based approach.

We blend the best of the psychological insights and numbers-based approach to make it intuitive, accurate, and personalizable.

Proposal Generation & Portfolio Visualizer

It’s flawed to generate a proposal based solely on time horizon (like target date funds) or risk tolerance.

By combining both factors, and leveraging our portfolio visualizer, you can create more suitable proposals and effectively convert prospects.

Investment Policy Statement

With the click of a button, you can generate a deeply personalized Investment Policy Statement, to help you tell the long-term story.

During market turmoil, use the IPS to remind clients of their commitment to stay on course.

Actionable Behavioral Finance

Is your client a passive investor, trend follower, or contrarian? Do they exhibit loss aversion or other behavioral biases?

Discover how we assess an investor’s behavioral risk and help you show the value of behavioral coaching.

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Baby Boomers running.

Protect Aging Clients: A Proactive Approach

Have you ever noticed your client’s cognitive decline but don’t know how to to bring it up?

Just like doctors recommending certain tests for certain ages, you can make it the best practice to use a quick test to establish a cognitive baseline early, and retake it every year.

Clients can see it themselves when declines happen. It is also a great opportunity for you to engage the next generation early to build trust and continuity.

How Does Andes Risk Help Financial Advisors Succeed?

Convert Prospects

“Andes Wealth is not a marketing tool, but it drives conversations that help a prospect see your investment expertise… to close a higher percentage of prospects.”

Know-Your-Clients with Behavioral Finance

“It goes beyond traditional risk tolerance measurement to provide a deeper look at a client’s behavioral biases, investment personality, and facilitate a deeper conversation.”

Protect Your Practice

“Andes portfolio decision-making process is defensible in court as actual assessment of what the client wants, needs and can tolerate in difficult markets.”

Bob Veres Compares Risk Tolerance Products in Advisor Perspectives article

Bob Veres, Inside Information

Client Success Stories

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