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# Andes Risk

Risk and Behavioral Finance Solution for Financial Advisors

## Sitemaps

- [XML Sitemap](https://andesrisk.io/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [x](https://andesrisk.io/2020/01/x-3/) - The Top 5 Things Every Modern Risk Tolerance Questionnaire Must Include
- [x](https://andesrisk.io/2020/01/x-2/) - The Top 5 Things Every Modern Risk Tolerance Questionnaire Must Include
- [cache](https://andesrisk.io/2020/01/cache/) - The Top 5 Things Every Modern Risk Tolerance Questionnaire Must Include
- [x](https://andesrisk.io/2020/01/x/) - The Top 5 Things Every Modern Risk Tolerance Questionnaire Must Include
- [The Top 5 Things Every Modern Risk Tolerance Questionnaire Must Include](https://andesrisk.io/2025/07/the-top-5-things-every-modern-risk-tolerance-questionnaire-must-include/) - July 22, 2025, by Helen Yang, CFA, Founder & CEO | Andes Risk | Behavioral Finance The Top 5 Things Every Modern Risk Tolerance Questionnaire Must Include And why legacy tools fall short in today’s advisory landscape Risk tolerance questionnaires (RTQs) are a core part of every advisor’s onboarding process. But while the markets, clients,
- [Your Risk Tolerance Questionnaire Is Costing You Business](https://andesrisk.io/2025/07/your-risk-tolerance-questionnaire-is-costing-you-business/) - Traditional risk tolerance questionnaires are outdated and emotionally blind. Discover why they’re costing RIAs trust and retention—and what to use instead.
- [How RIAs Can Lead in the Age of Behavioral Finance](https://andesrisk.io/2025/07/how-rias-can-lead-in-the-age-of-behavioral-finance/) - July 2, 2025, by Helen Yang, CFA, Founder & CEO | Andes Risk | Behavioral Finance From Gut Feelings to Evidence-Based Advice: How RIAs Can Lead in the Age of Behavioral Finance Why understanding client psychology is your new edge In a world of increasingly sophisticated clients and increasingly volatile markets, Registered Investment Advisors (RIAs)
- [Breaking Behavioral Finance into Actionable Pieces](https://andesrisk.io/2025/06/breaking-behavioral-finance-into-actionable-pieces/) - June 26, 2025, by Helen Yang, CFA, Founder & CEO | Andes Risk | Behavioral Finance Behavioral finance is a powerful tool for investment advisors, but without practical application, it can feel like an abstract concept. At Andes Risk, we believe in transforming behavioral finance from a theoretical framework into actionable steps that drive better
- [Why Advisors Are Turning to Andes Risk for a Smarter Approach to Volatility, Behavior, and Growth](https://andesrisk.io/2025/06/why-advisors-are-turning-to-andes-risk-for-a-smarter-approach-to-volatility-behavior-and-growth/) - June 18, 2025, by Helen Yang, CFA, Founder & CEO | Andes Risk You understand the value of independence, innovation, and putting your clients first. But you also know that the tools you choose play a critical role in how effectively you deliver on that promise—especially during periods of heightened volatility and uncertainty. In recent
- [How to Turn Market Volatility into a Client Retention Opportunity](https://andesrisk.io/2025/06/how-to-turn-market-volatility-into-a-client-retention-opportunity/) - Learn how to turn market volatility into a client retention opportunity with Andes Risk's insights, strategies, and personalized coaching for top advisors.
- [The Hidden Costs of Using Outdated Risk Tools](https://andesrisk.io/2025/05/the-hidden-cost-of-using-outdated-risk-tools/) - Learn why traditional RTQs may be putting your client relationships–and practice–at risk as Andes Risk discusses the hidden costs of using outdated risk tools.
- [5 Things Every Investment Advisor Should Be Doing Right Now in a Volatile Market](https://andesrisk.io/2025/05/5-things-every-investment-advisor-should-be-doing-right-now-in-a-volatile-market/) - In today’s volatile market, uncertainty is the only constant. Here are the top five actions every advisor should be taking right now to support their clients.
- [How Investor Type Help Advisors Navigate Market Volatility?](https://andesrisk.io/2025/04/how-investor-type-help-advisors-navigate-market-volatility/) - April 9, 2025, by Helen Yang, CFA, Founder & CEO | Andes Risk Are You a Passive Investor, Trend Follower or Contrarian? With renewed market volatility following Trump’s tariff policy, are you giving your clients the right advice—and meeting each of them where they are? In moments like these, understanding your client’s investor type—how they
- [Building the Ultimate Risk Tolerance Assessment](https://andesrisk.io/2022/09/building-the-ultimate-risk-tolerance-assessment/) - Discover your risk tolerance with our intuitive assessment tool. Evaluate your investment risk and make informed decisions for your financial future.
- [4D Risk Framework for Smarter Financial Planning](https://andesrisk.io/2025/01/4d-risk-framework/) - Helen Yang published an article in Advisor Perspectives on September 13, 2022, that explores the intricacies of building a comprehensive risk tolerance assessment tool. Authored by experts in the field, the article emphasizes the need for a nuanced approach that goes beyond the traditional risk tolerance questionnaires.
- [How to Derive a Risk Score of 0-100?](https://andesrisk.io/2022/02/how-to-derive-risk-score/) - Explore the inherent risks of Bitcoin investment in this insightful article. Delve into the volatile nature of the cryptocurrency market and analyzing factors.
- [Smarting up Client Onboarding](https://andesrisk.io/2024/05/smarting-up-onboarding/) - Andes Wealth transcends traditional risk assessments, providing deeper insights into clients' investment preferences. Advisors understand mental biases.
- [What Is The Value of Behavioral Coaching?](https://andesrisk.io/2024/09/value-of-behavioral-coaching/) - Bob Veres highlights Andes Wealth Technologies as a pioneering tool that not only deepens client engagements but also supports advisors in making defensible, personalized portfolio recommendations that resonate with clients' unique investment needs and preferences. Check out the full article by Bob Veres in Inside Information here.
- [Case Study: Westfield Financial Planning](https://andesrisk.io/2024/06/case-study-westfield-financial-planning/) - Westfield Financial Planning enhances client onboarding with Andes Wealth Technologies' IPS, risk profiling, behavioral finance, and seamless data integration.
- [J Murphy: Switching to Andes Platform](https://andesrisk.io/2022/02/j-murphy-switching-to-andes-platform/) - Jim and Jane Murphy of J. Murphy Asset and Tax Management LLC chose Andes Wealth Platform for its visual, advisor-friendly and risk assessment.
- [Case Study: Waterway Wealth Management](https://andesrisk.io/2021/08/case-study-waterway-wealth-management/) - Waterway Wealth Management, uses Andes Wealth to enhance client onboarding, risk assessments, and behavioral finance for deeper insights and efficiency.
- [Case Study: INVST](https://andesrisk.io/2021/04/case-study-invst/) - Andes Wealth integrates INVST's investment models, risk profiles, and behavior assessments, enhancing client relationships.
- [A Comparison of Risk Tolerance Products](https://andesrisk.io/2024/05/a-comparison-of-risk-tolerance-products/) - Explore how popular risk tolerance products like FinaMetrica, Riskalyze, and Andes Wealth Technologies fare under arbitration scrutiny during bear markets.
- [Why Aren’t There More female FinTech Leaders Onstage?](https://andesrisk.io/2022/05/why-arent-there-more-female-fintech-leaders-onstage/) - Women face higher standards and career obstacles, highlighting the need for genuine equal opportunity in finance and technology.
- [How to Quantify the Value of Behavioral Coaching?](https://andesrisk.io/2024/07/quantify-value-behavioral-coaching/) - Provides a framework for financial advisors to use behavioral finance effectively, quantify investor's behavioral risk and the value of behavioral coaching.
- [Risk Analytics Software: Should You Have One?](https://andesrisk.io/2024/05/risk-analytics-software/) - Risk analytics software uses AI to assess and mitigate investment risks, offering RIAs actionable insights. Andes Wealth Techn, one of the best software.
- [Is Your Risk Assessment SEC Marketing Rule-Compliant?](https://andesrisk.io/2024/05/is-your-risk-assessment-sec-marketing-rule-compliant/) - Understand how the SEC marketing rule impacts risk tolerance assessments, requiring net performance numbers and personalized fee applications for compliance.
- [Why Should Financial Advisors Use Investment Policy Statements?](https://andesrisk.io/2024/05/financial-advisors-investment-policy-statement/) - Learn how a well-crafted Investment Policy Statement addresses compliance, personalization, and behavioral finance to enhance advisor-client relationships.
- [7 Elements Every Investment Policy Statement Should Address](https://andesrisk.io/2023/11/7-elements-every-investment-policy-statement-should-address/) - What should an investment policy statement contain? An IPS needs to include key components to ensure that it’s comprehensive and personalized to the client.
- [Andes Wealth Announces Advyzon Integration](https://andesrisk.io/2023/06/andes-wealth-technologies-announces-integration-with-advyzon/) - Andes Wealth integration with Advyzon, empowering advisors with behavioral finance and comprehensive technology for enhanced client experiences.
- [Andes Risk Announces Integration with Redtail CRM](https://andesrisk.io/2023/05/andes-wealth-technologies-announces-risk-analysis-integration-with-redtail-crm/) - Andes Wealth integration with Redtail CRM, streamlining data sync for advisors and enhancing risk assessment, portfolio analysis, and client interactions.
- [Andes Risk Announces Patent on Investor Profiling and Behavioral Risk System](https://andesrisk.io/2023/01/andes-wealth-technologies-announces-patent-on-investor-profiling-and-behavioral-risk-management-system/) - “These two patents form the foundation of a truly personalized client experience in wealth management."
- [Independent RIA Waterway Selects Andes Risk](https://andesrisk.io/2022/10/independent-ria-waterway-selects-andes-wealth-tech-for-behavioral-finance/) - Andes Wealth signs Waterway Wealth, integrating behavioral finance to enhance client relationships and modernize risk assessments.
- [Independent RIA INVST Selects Andes Wealth Tech for Onboarding](https://andesrisk.io/2022/02/independent-ria-invst-selects-andes-wealth-tech-for-onboarding/) - INVST LLC uses the Andes Wealth Platform to enhance client experiences with integrated risk profiling, behavioral finance, deep analytics, and IPS generation.
- [The Next Generation of Risk Measurement Methodology](https://andesrisk.io/2021/08/next-generation-risk-measurement-methodology/) - An investor's Risk Profile includes tolerance, capacity, perception, and composure. Emphasizing perception and composure provides a complete risk profile.
- [Andes Risk Announces Integration with Orion](https://andesrisk.io/2022/02/andes-risk-announces-integration-with-orion/) - Andes Wealth Technologies integration with Orion Advisor Solutions, offering financial advisors enhanced tools to deliver personalized services.
- [A Comparison of Risk Tolerance Products - Do Not Use](https://andesrisk.io/2020/04/comparison-of-risk-tolerance-products/) - Andes Wealth offers a unique portfolio analysis tool with built-in risk tolerance assessment, guiding clients to efficient portfolio choices.
- [Andes Risk Wins Top Honors at the 2022 ThinkAdvisor Luminaries Award](https://andesrisk.io/2022/11/andes-wealth-technologies-wins-top-thought-leadership-and-education-honors-at-the-2022-thinkadvisor-luminaries-awards/) - Andes Wealth wins the 2022 ThinkAdvisor Luminaries Award for Thought Leadership, recognized for combining behavioral finance andanalytics to empower advisors.
- [How Does Bitcoin Mining Work?](https://andesrisk.io/2024/07/bitcoin-mining/) - Blockchain is a decentralized record-keeping system. Transactions are bundled into blocks every 10 minutes, and miners are rewarded with bitcoins for packaging.
- [ChatGPT is the Wakeup Call for Financial Advisors](https://andesrisk.io/2024/05/chatgpt-wakeup-call-financial-advisors/) - As client attitudes shift, advisors must emphasize human connections and trust. Personalized service, AI and behavioral finance, is key to this evolution.

## Pages

- [Home](https://andesrisk.io/) - Convert prospects, increase retention, and help your clients grow with our solution for risk tolerance, behavioral finance and Investment Policy Statement.
- [Lead Generation & Conversion](https://andesrisk.io/lead-generation/) - Boost your lead generation by adding the Andes Risk Assessment to your homepage, turning our award-winning risk tolerance test into a growth engine.
- [About Us](https://andesrisk.io/about-us/) - Named after the Andes mountains, the longest mountain range on earth, Andes Wealth helps advisors achieve long-term success.
- [Model Management](https://andesrisk.io/model-management/) - Plug in your own models or use built-in ones with Andes for a seamless risk tolerance test and client onboarding flow, ensuring your models are always adequate.
- [Investment Policy Statement](https://andesrisk.io/investment-policy-statement/) - With the click of a button, you can generate a deeply personalized Investment Policy Statement, infused with behavioral finance, to tell the long-term story.
- [Proposal Generation & Portfolio Analysis](https://andesrisk.io/proposal-generation-portfolio-analysis/) - Proposal Generation & Portfolio Analysis Demonstrate value to convert prospects Book Demo Client Success Stories Many companies provide analytics. At Andes, we provide transparency, clarity and insights. Visualizing our patented deep analytics gives you unprecedented clarity and transparency that you can’t get from CNBC and Yahoo! Finance. How to Compare Portfolios to Convert Prospects? If
- [Risk Tolerance Assessment](https://andesrisk.io/risk-tolerance/) - What is beyond the traditional risk tolerance questionnaire? A modern risk tolerance assessment that is intuitive, accurate, and personalized.
- [Behavioral Finance](https://andesrisk.io/behavioral-finance/) - Know your clients deeply with behavioral finance. Are they passive investors or trend followers? Do they have loss aversion and other behavioral biases?
- [Resources](https://andesrisk.io/resources/) - Resources Thought Leadership, Featured Press, Andes Updates and Case Studies Thought Leadership Top 5 Things Every Modern Risk Tolerance Questionnaire (RTQ) Must Include Helen Yang, CFA Your Risk Tolerance Questionnaire Is Costing You Business Helen Yang, CFA How RIAs Can Lead in the Age of Behavioral Finance Helen Yang, CFA Breaking Behavioral Finance into Actionable
- [eBook - The Next Generation Risk Framework](https://andesrisk.io/the_next_generation_risk_framework/) - This eBook from Andes Risk defines the next generation risk framework and explores how behavioral finance is reshaping wealth management.
- [Transform Investment Distribution](https://andesrisk.io/investment-distribution/) - Investments have been commoditized, and solving the investor problem is the new frontier. Investment managers are best positioned to take the lead.
- [Pricing](https://andesrisk.io/pricing/) - From independent RIAs to broker dealers, Andes Wealth has the robust risk, behavioral finance and IPS solution for you. Submit the form to request pricing.
- [Client Testimonials](https://andesrisk.io/testimonials/) - Our clients share how using Andes Wealth Platform has streamlined their process and helped them convert prospects, and help their clients grow.
- [Describe Yourself](https://andesrisk.io/describe-yourself/) - Dynamic finance professional adept at analysis, strategy, and risk management. Skilled in driving growth and maximizing returns.
- [Understanding Loss Aversion](https://andesrisk.io/loss-aversion/) - Explore the impact of loss aversion in finance. Learn how fear of loss influences decision-making and risk management strategies.
- [Understanding Cognitive Ability Test](https://andesrisk.io/cognitive-ability-test/) - The Cognitive Ability Test aids advisors in detecting signs of cognitive decline in aging clients, helping protect them from fraud, and financial exploitation.
- [Understanding Investor Type](https://andesrisk.io/investor-type/) - Unlock the key to understanding your investor type and optimizing your financial strategy.
- [Understanding Financial IQ](https://andesrisk.io/financial-iq/) - Boost your financial IQ and make smarter decisions. Learn key concepts, strategies, and tools to navigate the world of finance effectively.
- [Understanding Behavioral Risk Index](https://andesrisk.io/behavioral-risk-index/) - Discover your behavioral risk profile with our index. Understand patterns influencing health, lifestyle, and decision-making. #BehavioralRiskIndex
- [Understanding Overconfidence](https://andesrisk.io/overconfidence/) - Uncover the risks of overconfidence in finance. Explore its impact on decision-making, market behavior, and strategies for mitigating its effects.
- [Understanding Herding](https://andesrisk.io/herding/) - Understanding herding, a common behavioral bias. Dive into herding behavior in finance: trends, impacts, and strategies. Explore now!

## Fusion Elements

- [Contact Form](https://andesrisk.io/fusion_element/contact-form/) - Boost your lead generation by adding the Andes Risk Assessment to your homepage, turning our award-winning risk tolerance test into a growth engine.
- [Step5C](https://andesrisk.io/fusion_element/step5c/) - What is beyond the traditional risk tolerance questionnaire? A modern risk tolerance assessment that is intuitive, accurate, and personalized.
- [BeFi](https://andesrisk.io/fusion_element/befi/) - What is beyond the traditional risk tolerance questionnaire? A modern risk tolerance assessment that is intuitive, accurate, and personalized.
- [AccuProfile Quick Links](https://andesrisk.io/fusion_element/accuprofile-quick-links/) - Dynamic finance professional adept at analysis, strategy, and risk management. Skilled in driving growth and maximizing returns.
- [Newsletter](https://andesrisk.io/fusion_element/newsletter/) - From independent RIAs to broker dealers, Andes Wealth has the robust risk, behavioral finance and IPS solution for you. Submit the form to request pricing.
- [Copright](https://andesrisk.io/fusion_element/copright/) - Unlock the key to understanding your investor type and optimizing your financial strategy.
- [Value of Behavioral Coaching](https://andesrisk.io/fusion_element/value-of-behavioral-coaching/) - How to Quantify the Value of Behavioral Coaching?Since investors with different BRIs behave very differently, the value of behavioral coaching varies significantly across the spectrum. Intuitively, the higher the behavioral risk, the higher the value of behavioral coaching. But how can you quantify it? One approach is to infer investor behavior from transaction data, but
- [Pricing-trial-saveforlater](https://andesrisk.io/fusion_element/pricing-trial-saveforlater/) - Limited Time 14-Day Free TrialFor a limited time, try Andes Wealth Platform for free for two weeks.
- [post author](https://andesrisk.io/fusion_element/post-author/) - Since the advent of Big Data, more RIA firms are turning to risk analytics software. Should this be part of your RIA tech stack? Read on to find out April 18, 2024, by Ramon Berenguer, Investment News
- [AccuProfile Quick Link (non global)](https://andesrisk.io/fusion_element/accuprofile-quick-link-non-global/) - Quick Links Back to AccuProfile™ 2D Risk Tolerance Assessment From risk tolerance to proposal generation Investor Type Behavioral biases: Loss Aversion, Overconfidence, Herding Protecting aging clients: Cognitive Ability Test Financial IQ Describe Yourself Behavioral Risk Index
- [Loss aversion assessment](https://andesrisk.io/fusion_element/loss-aversion-assessment/) - Loss aversion assessmentLoss aversion can be assessed using this mini questionnaire, which is adapted from the research literature. It has only two questions: Q1: Out of the two options below, which one do you prefer? A. 100% chance of gaining $2000. B. 75% chance of gaining $4000; 25% chance of gaining nothing. For the first
- [Article Container Template](https://andesrisk.io/fusion_element/article-container-template/) - Adaptive InvestorAdaptive investors are able to change their strategies based on market shifts and new information. They don't stick to one fixed plan but adjust their approach as needed to navigate changing conditions. Non-typical InvestorNon-typical investors would display characteristics of passive behavior or contrarian behavior. They might very well end up displaying an element of
- [Page hero template](https://andesrisk.io/fusion_element/page-hero-template/) - Proposal & Portfolio AnalysisFind out what is beyond traditional RTQ Book DemoClient Success Stories
- [header banner existing](https://andesrisk.io/fusion_element/header-banner-existing/) - Looking to Stand Out, Convert Prospects & Help Your Clients Grow?Award-winning Risk and Behavioral Finance Platform for Financial Advisors Book DemoClient Success Stories
- [home banner remove](https://andesrisk.io/fusion_element/home-banner-remove/) - Looking to Stand Out, Convert Prospects & Help Your Clients Grow?Award-winning Risk and Behavioral Finance Platform for Financial Advisors Book DemoClient Success Stories
- [AccuProfile Quick Links 2](https://andesrisk.io/fusion_element/accuprofile-quick-links-2/) - Check out this set of talking points from Andes Wealth about our multi-dimensional approach to assessing investors' risk tolerance levels.
- [Contact Form from Homepage](https://andesrisk.io/fusion_element/contact-form-from-homepage/) - Want to learn more? Submit the form to get in touch today.
- [Contact Form Template](https://andesrisk.io/fusion_element/contact-form-template/) - Want to learn more? Submit the form to get in touch today.
- [Book Free Demo](https://andesrisk.io/fusion_element/book-free-demo/) - Ready to deliver better personalized services?Book Free Demo
- [Veres quote](https://andesrisk.io/fusion_element/veres-quote/) - 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 "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."
- [Testimony_Dan Song](https://andesrisk.io/fusion_element/testimony_dan-song/) - “When the markets are down, you come to us and perhaps look to change your investment portfolio at the worst possible time. 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 Request
- [Testimony_Maurice](https://andesrisk.io/fusion_element/testimony_maurice/) - 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 CouncilRequest Demo
- [Testimony_BobVeres](https://andesrisk.io/fusion_element/testimony_bobveres/) - “Andes is a Swiss army knife of modern portfolio theory data; you can look at the efficient frontier for any time period… in any economic environment. It’s an ongoing instrument to spur dialogue and provide explanations in the face of extreme market conditions.” -Bob Veres
- [Testimony_Cowling](https://andesrisk.io/fusion_element/testimony_cowling/) - We needed something that would help us systematically identify the investor types and behavioral biases for our clients and prospects. 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
- [Testimony_Peek](https://andesrisk.io/fusion_element/testimony_peek/) - Your client solutions are best-in-class in our opinion at PEEK WEALTH. What your solutions provide our clients in the manner in which they do is bar none. We are very happy with Andes Wealth! Justin Peek, CFP®, CCFC®, CLTC®, AAMS® , Founder - PEEK WEALTHRequest Demo
- [Testimony_2](https://andesrisk.io/fusion_element/testimony_2/) - We use the IPS generated 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, so fits perfectly at our fee-only, fiduciary RIA. Greg Will,
- [Testimony_1](https://andesrisk.io/fusion_element/testimony_1/) - 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
- [Pricing2](https://andesrisk.io/fusion_element/pricing2/) - Andes Wealth Technologies offers a variety of pricing options for its wealth management platform. Learn more about Andes' subscription models today.
- [whitepapers](https://andesrisk.io/fusion_element/whitepapers/) - Find out how financial advisors use Andes Wealth Platform to deliver a new client experience.
- [Back to AccuProfile](https://andesrisk.io/fusion_element/back-to-accuprofile/) - This guide from Andes Wealth Technologies shows Advisors how to implement Risk Tolerance results into a formal proposal for clients. Learn more.
- [Testimony_onecolumn](https://andesrisk.io/fusion_element/testimony_onecolumn/) - 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 WealthRequest Demo
- [Testimony_twocolumns](https://andesrisk.io/fusion_element/testimony_twocolumns/) - 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
- [Onboarding flow](https://andesrisk.io/fusion_element/onboarding-flow/) - Getting an accurate read of an investor's risk tolerance is an important first step, you need an assessment tool that is accurate, defensible and easy to understand. Yet most risk tolerance tools have significant flaws.
- [Step4C](https://andesrisk.io/fusion_element/step4c/)
- [Step3C](https://andesrisk.io/fusion_element/step3c/)
- [Step2C](https://andesrisk.io/fusion_element/step2c/)
- [Waterway Whitepaper](https://andesrisk.io/fusion_element/waterway-whitepaper/) - Waterway Wealth Management Implements Andes Wealth PlatformExplore how Waterway Wealth Management uses Andes Wealth’s behavioral finance systematically in Andes Wealth Platform to effectively communicate with clients. Download Case Study
- [News](https://andesrisk.io/fusion_element/news-2/) - Mark Bell2025-07-22T11:01:55-04:00The Top 5 Things Every Modern Risk Tolerance Questionnaire Must IncludeMark Bell2025-07-22T11:01:55-04:00July 22nd, 2025| July 22, 2025, by Helen Yang, CFA, Founder & CEO | Andes Risk | Behavioral Finance The TopMark Bell2025-07-15T11:34:12-04:00Your Risk Tolerance Questionnaire Is Costing You BusinessMark Bell2025-07-15T11:34:12-04:00July 15th, 2025| July 14, 2025, by Helen Yang, CFA, Founder & CEO |
- [award-gray2](https://andesrisk.io/fusion_element/award-gray2/) - Family Wealth Report AwardAndes Wealth Technologies has received recognitions since 2022. 2022 winner in Client Onboarding
- [award-white](https://andesrisk.io/fusion_element/award-white/) - Patents and TrademarksAndes Wealth Technologies has received the following patents and trademarks from the U.S. Patent and Trademark Office: Investor Risk Management System (patent id: 11403708). See press release. Trademarks: AccuRisk® and AccuProfile®.
- [Awards_landingpage](https://andesrisk.io/fusion_element/awards_landingpage/)
- [Awards_landingPage](https://andesrisk.io/fusion_element/awards_landingpage-2/)
- [Awards Gallary](https://andesrisk.io/fusion_element/awards-gallary/)
- [News](https://andesrisk.io/fusion_element/news/) - News The Top 5 Things Every Modern Risk Tolerance Questionnaire Must Include The Top 5 Things Every Modern Risk Tolerance Questionnaire Must Include July 22, 2025, by Helen Yang, CFA, Founder & CEO | Andes Risk Read More Your Risk Tolerance Questionnaire Is Costing You Business Your Risk Tolerance Questionnaire Is Costing You Business July
- [Pricing_container](https://andesrisk.io/fusion_element/pricing_container/) - Our Pricing We have a subscription model per advisor per month. Professional $300monthly The risk, analytics, and behavioral finance platform for forward-thinking advisors. Include common integrations, training & support Start today Enterprise $450monthly Use the power of Andes Wealth Platform at scale to differentiate your brand. Include integration, training and support Start today

## Categories

- [Uncategorized](https://andesrisk.io/category/uncategorized/)
- [Featured Press](https://andesrisk.io/category/press/)
- [Andes Updates](https://andesrisk.io/category/andes-updates/)
- [Achieved News](https://andesrisk.io/category/old-news/)
- [Thought Leadership](https://andesrisk.io/category/thought-leadership/)
- [Case Studies](https://andesrisk.io/category/case-studies/)
- [Thought Leadership 2](https://andesrisk.io/category/thought_leadership2/)