Andes Wealth Technologies
HQ Address
1 Solomon Pierce Rd, Lexington, MA 02420, United States
Website Address
Business introduction
Personalization. At scale.
Where behavioral finance meets analytics
The Andes Wealth Story
Helen Yang, CFA, founded Andes Wealth Technologies to address a significant challenge in the wealth management industry: financial advisors didn’t have the right tools to deliver truly personalized services.
Through the Andes Wealth 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 Wealth 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 Wealth Technologies 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......
