Andes Risk
HQ Address
1 Solomon Pierce Rd, Lexington, MA 02420, United States
Website Address
Business introduction
Looking to Stand Out, Convert Prospects & Help Your Clients Grow?
Award-winning Risk and Behavioral Finance Solution for Financial Advisors
The Andes Risk story
Helen Yang, CFA, founded Andes Risk to address a significant challenge in the wealth management industry: financial advisors didn’t have the right tools to talk about all aspects of risk, especially the investor’s behavioral risk.
Through the Andes Risk Platform, Yang and the team are realizing their mission of empowering financial advisors to disrupt traditional, cookie-cutter services and provide a more meaningful, enjoyable wealth management experience for their clients.
Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, the Andes Risk Platform offers best-of-breed solutions in risk tolerance assessment, behavioral finance, deep analytics and the Investment Policy Statement. Together, they form an integrated client onboarding and communication platform.
Andes Risk Solutions
Financial Advisor Solutions
Total client onboarding From Risk Tolerance to Investment Policy Statement (IPS), it is a Total Onboarding Platform. It is also a powerful Client Communications Platform during market turmoil. Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, we are the first company to combine behavioral finance with analytics to......
business needs
view solutionFor Investment Distribution
Model Manager If you are a model manager, you can visually identify financial advisors with low performing models to target your sales effort and demonstrate it interactively in the sales process. Fund Manager If you are a fund manager, set up sample models to visually demonstrate how your sample models are better. You......
