eBook: The Next Generation Risk Framework

Setting a New Industry Standard for Risk and Behavioral Finance in Wealth Management.

Download your complimentary copy below.

The Future of Risk Management is Behavioral.

This eBook explores how behavioral finance is reshaping wealth management—and how advisors and asset managers can use it to drive better outcomes and deeper trust.

  • Discover the 4D Risk Framework: tolerance, capacity, perception, and composure

  • Learn how to apply behavioral finance in everyday advisor workflows

  • Understand how to measure and coach behavioral risk

  • Uncover common industry misconceptions—and how to address them with data

Risk Analytics & Behavioral Finance Solutions for Advisors

Risk Tolerance Questionnaire

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.

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Proposal Generation

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.

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Investment Policy Statement (IPS)

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.

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Actionable Behavioral Finance

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.

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Add Andes Risk to Your Stack

Our Integration Partners

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Black Diamond integration.
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Redtail integration.
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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.