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Modern CRM integrated with a personalized risk tolerance solution to enhance client servicing
Modern CRM integrated with a personalized risk tolerance solution to enhance client servicing
Overview
Andes Wealth Technologies 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.“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 Wealth Technologies
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