Transform Investment Distribution

“We have solved the investment problem. It is time to solve the investor problem.” — Industry expert

Transform Investment Distribution

“We have solved the investment problem. It is time to solve the investor problem.” — Industry expert

FUND MANAGERS

Instead of selling commoditized investment products, why not help advisors solve the investor problem at the same time?

MODEL MANAGERS

Visually identify advisors with low performing models and embed your models in risk tolerance assessment and proposal process.

MODEL MARKETPLACE

Drastically improve the advisor’s “shopping experience” through unprecedented clarity and transparency.

Solving the Investor Problem is the New Frontier

Investment products are increasingly commoditized.

Solving the investor problem is the new frontier. Human minds err, systematically and consistently, when forced to make judgments in uncertain situations.

Asset managers are uniquely positioned to take the lead, because you have the scale, distribution, and incentive.

But how to solve the investor problem?

An illustration of a person experiencing a range of emotions, from joy to sadness, representing the ups and downs of an emotional roller coaster.

Andes Comes to the Rescue

Inspired by the groundbreaking theory from MIT, Andes Risk integrates behavioral finance throughout its holistic risk and onboarding platform to help advisors solve the investor problem.

Better yet, you can embed your models in Andes platform to drive the risk tolerance assessment and proposal process, making it easy for advisors to use your models.

Too Much Transparency?

Our patented deep analytics delivers unprecedented clarity and transparency to strengthen trust throughout the ecosystem.

Is this too much transparency? Maybe, but it is the transparency that financial advisors and investors deserve and will come to expect.

FOR MODEL MANAGERS

If you are a model manager, distribute the Andes Platform with your models embedded to get your models in front of advisors. Your models will drive the advisor’s workflows, from risk tolerance assessment to proposal generation, to enhance distribution.

This chart can help you visually identify financial advisors with low performing models to better target your sales effort. You can show it interactively in the sales process to demonstrate that your models are better than their own models.

FOR FUND MANAGERS

If you are a fund manager, use the same step above to quickly identify financial advisors with low performing models. You can construct a set of models using your funds as the de-facto efficient frontier as the reference point for comparison.

Next, Andes’ fund comparison tool visually compares funds in your models versus advisor’s models, so you can easily demonstrate why your funds are better than the funds in their models.

FOR MODEL MARKETPLACE

Model marketplaces typically provide a fact sheet for each model. There is no visual way to easily compare the models.

Using our deep analytics, you can enhance advisors’ “shopping experience” by allowing them to compare many models on one page, providing much needed clarity and transparency.

Transform Investment Distribution