Andes Wealth Technologies Wins Portfolio Analytics and Client Onboarding/New Account Opening Categories at the Wealthmanagement.com 2022 Industry Awards
NEW YORK–(BUSINESS WIRE)–Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces today that it has taken home Wealthmanagement.com “Wealthies” Awards in two categories: Portfolio Analytics and Onboarding/New Account Opening for its Integrated Client Onboarding Platform.
After their 2021 win in the Risk Tolerance/Client Profiling category, Andes has continued to enhance its deep analytic visualizations which map an investor’s risk preference directly to one of their financial advisor’s model portfolios while built-in behavioral finance capabilities help advisors moderate client emotions during market volatility.
The Andes team also secured a Wealthy in the Onboarding/Account Opening category for its Integrated Client Onboarding Platform, which moves clients seamlessly from risk tolerance assessment to portfolio analysis, proposal generation, Investment Policy Statement (IPS), and account opening.
“We are honored by this recognition from WealthMangement.com, a testament to the hard work our team has done to continuously reimagine the way today’s advisors deliver wealth management,” said Helen Yang, CFA, founder and CEO of Andes and inventor of the Risk Management patent. “It’s our mission to build the tools advisors need to differentiate themselves in a competitive market, satisfy RegBI and compliance requirements, and offer hyper-personalized services to their clients.”
To learn more about the solutions available on the Andes Wealth platform, click here.
About Andes Wealth Technologies
Andes Wealth Technologies is the first company to combine behavioral finance with deep analytics to help financial advisors differentiate and deliver truly personalized services.
Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, Andes Wealth Platform has received numerous awards:
- Winner, 2022 Family Wealth Report Award
- Winner, 2022 WealthTech Americas Award
- Winner, 2021 & 2022 WealthManagement.com Industry Award
- Finalist, 2022 ThinkAdvisor Luminaries Award
- Finalist, 2021 MMI/Barron’s Industry Award
To learn more, visit https://andeswealth.com.
Contacts
Media contact:
Kelly Waltrich
[email protected]
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