Skip to main content

Andes Wealth Technologies

Andes Wealth Technologies

Andes Wealth Technologies

Andes Wealth Technologies is the first company to combine behavioral finance with analytics to help financial advisors deliver truly personalized services at scale.

Wealth management is undergoing drastic changes, and the old fashioned cookie-cutter advice doesn’t cut it anymore. How do you provide truly personalized service in an efficient manner? Technology is the only answer.

Using 360° risk visualization in conjunction with practical behavioral finance, our modern platform helps advisors quickly identify at-risk clients, convert prospects, reduce panic during market fluctuations and monitor the financial crisis. It also features a state-of-the-art Risk Tolerance Test, Investor Expectation Reality Check and a special Cognitive Ability Test for baby boomer clients.

Just like Google Maps help you get to places, we help advisors find the optimal path for each client to reach their financial goals. Join us to transform the wealth management experience.