Today, Wealthbox is excited to announce an integration with Andes Wealth Technologies, a risk tolerance, behavioral finance, and Investment Policy Statement (IPS) solution that allows advisors to deliver personalized advice. With the Andes integration, advisors can sync client information between Wealthbox and Andes, allowing users to access and manage data across both platforms.
View a previously recorded live webinar to learn more about the integration between Wealthbox + Andes.
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,” said Helen Yang, Founder & CEO, Andes Wealth Technologies. “Advisors can go to the Andes platform for further analysis. The Andes/Wealthbox integration streamlines the workflow to better serve our mutual clients.”
Charlie Fargo, Head of Product Partnerships at Wealthbox“Wealthbox is excited to announce the integration of Andes Wealth Technologies into our platform,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “We’re thrilled to provide advisors with seamless access to comprehensive financial data. With the Andes integration, advisors can synchronize client information between Wealthbox and Andes, enabling them to deliver personalized advice with ease.”
How it works
Once the integration has been enabled, advisors can sync client information between Andes and Wealthbox, providing up-to-date client data on both platforms. This bidirectional data sync eliminates the need for manual data entry and reduces the risk of errors.
Advisors can begin syncing data by navigating to the Integration menu in the Andes platform. Advisors will then have the option to choose between manually synchronizing data or waiting for the automatic, overnight bulk sync. This streamlined process ensures advisors can efficiently manage client data, saving time and effort. When an account is synced between Andes and Wealthbox, a green checkmark will appear in the Wealthbox column on the Andes Households page.
The integration also enables communication between Andes and Wealthbox during the risk and behavioral profiling process. When advisors conduct risk and behavioral profiling assessments for their clients within the Andes platform, the results are automatically transmitted to Wealthbox. This includes sending risk tolerance test results directly to a custom field in Wealthbox, streamlining the process, and ensuring that client information is accurately recorded.
Check out the new Wealthbox + Andes integration page to take advantage of the Andes platform today!
View a previously recorded live webinar to learn more about the integration between Wealthbox + Andes.
