How they describe themselves: Traditional wealth management approaches are rapidly getting outdated and technology is becoming the new way wealth advice is delivered.
Both advisors and investors are looking for a new experience, and our solution – the Google Maps for Financial Advisors* – is here to answer the calling.
Founded by an award-winning FinTech veteran, Andes Wealth Technologies empowers advisors to deliver truly personalized advice and better outcomes.
*Google and Google Maps are registered trademarks of Google LLC.
How they describe their product/innovation: Our solution includes four UNIQUE, MODERN tools.
- Real-Time Risk Monitor to visualize and communicate risk. Advisors can also use it to identify at-risk clients and convert prospects.
- Our state-of-the-art Risk Tolerance Test is intuitive, accurate and far superior.
- Investor Expectation Reality Check.
- Practical Behavioral Finance. Flexible mini-surveys put behavioral finance at your fingertips. It covers investor type, behavioral bias, finance IQ, and a Cognitive Ability Test to protect baby boomers.
Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed