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Traditional risk tolerance questionnaires are easy to use—but often fall short in accuracy and depth.

At Andes Risk, we combine the best of both worlds: the psychological insights of behavioral finance with a data-driven, numbers-based approach. The result? A more intuitive, accurate, and customizable experience that truly reflects each client’s unique risk profile.

Relying solely on time horizon or risk tolerance—like many target date funds do—leads to incomplete proposals.

We combine both factors to deliver a more holistic view of each client. With our powerful portfolio visualizer, you can generate tailored proposals that resonate with investors and convert prospects more effectively.

Generate a personalized, compliant Investment Policy Statement with a single click—designed to tell each client’s long-term story.

When markets get turbulent, the IPS becomes a powerful tool to reinforce commitment, keep emotions in check, and help clients stay the course.

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

Andes Risk helps you uncover each client’s behavioral profile—and equips you to proactively coach them through volatility.