Wealthbox + Andes

Modern CRM integrated with a personalized risk tolerance solution to enhance client servicing

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Overview

Andes Risk is a risk tolerance, behavioral finance, and Investment Policy Statement (IPS) solution that allows advisors to deliver personalized advice. With the Andes integration, advisors can synchronize client information between Wealthbox and Andes, enabling users to access and manage data across both platforms.

When advisors conduct risk and behavioral profiling assessments for their clients within the Andes platform, the results are automatically transmitted to Wealthbox.
When advisors conduct risk and behavioral profiling assessments for their clients within the Andes platform, the results are automatically transmitted to Wealthbox.

Resources

Recorded webinar

How RIAs Can Lead in the Age of Behavioral Finance with Wealthbox + Andes Risk

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Blog post

Andes Partners with Wealthbox to Offer Personalized Risk Tolerance

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Helen Yang, Founder & CEO, Andes Wealth Technologies
“Andes is excited to partner with Wealthbox to bring investor risk and behavioral data to Wealthbox so advisors have a holistic view of their clients.”

Helen Yang, Founder & CEO, Andes Risk

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