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Where Behavioral Finance Meets Analytics

The first company to combine behavioral finance with 360° risk visualization, Andes provides a unique solution to help financial advisors effectively tell their stories:

  • The value-add story
  • The long-term story
  • The fiduciary story

Andes, designed for the ultimate fiduciaries.

Helen Yang

Founder and CEO
Harry Markowitz Award Winner

Award Category
Technology Providers: Risk Tolerance/Client Profiling
Initiative
Multidimensional Risk Tolerance and Behavioral Profiling

Our beautiful Risk Tolerance Test (see video) is supplemented by a risk questionnaire to improve accuracy. 

Practical Behavior Finance helps you spot “trouble-makers” and personalize services. It also helps protect baby boomer clients and eases wealth transfers.

In “A Comparison of Risk Tolerance Products”, Bob Veres says, “Andes Wealth is the only program… that maps a client to a place on the efficient frontier; … an ongoing instrument to spur dialogue and provide explanation in the face of extreme market conditions.”

Click here to request a demo

Resources
WHITE PAPER
Delivering Insights in Wealth Management
How to combine behavioral finance and analytics to deliver insights?
VIDEO
Risk Tolerance Test
Intuitive, transparent and to-the-point
PDF
Investment Policy Statement
The Best IPS on the market

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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