bankingciooutlook

Andes Wealth Technologies Introduces Total Client Onboarding and Communication Platform

Banking CIO Outlook | Tuesday, May 04, 2021

HelenYang, CEO, AndesWealth

The new Andes Wealth platform is based on academic research and consists of a suite of visually appealing and fully customizable digital applications that combine behavioral finance principles with robust risk analytics.

FREMONT, CA: Andes Wealth Technologies, an innovative wealth technology company, has declared the release of an integrated, comprehensive, and powerful client onboarding and communication platform to help advisors improve client relationships and better manage their practices.

The new Andes Wealth platform is based on academic research and consists of a suite of visually appealing and fully customizable digital applications that combine behavioral finance principles with robust risk analytics. This powerful technology effortlessly transitions a client from risk profiling to portfolio model selection and ongoing tracking, all of which is transparently recorded and communicated through the industry's most detailed and easy-to-understand Investment Policy Statement (IPS).

"Successfully onboarding new clients and managing expectations take up a significant part of an advisor's time due to inconsistent, manual and non-integrated processes," stated Helen Yang, CFA, CEO of Andes Wealth Technologies. "With volatility coming back, advisors need a new technology-enabled approach to help clients committed to their long-term financial and investment plans. Our new technology streamlines typical manual workflows and provides advisors with added capacity to work with more clients while enhancing relationships, all of which lead to increased satisfaction and increased referrals."

"Our clients love the streamlined process that Andes Wealth has provided," stated Lloyd Easters, CIO of INVST, an $800 million independent RIA. "This has opened up another level of conversation we are now having, which is leading to much better and deeper relationships. Before Andes Wealth, our processes were clunky and the whole approach skewed to aggressive allocations. We needed a more accurate assessment, one that was more academically rigorous. Now, with Andes Wealth, it is truly phenomenal what we can do."

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