Andes Risk

Big News! Andes Risk is Now Approved by Schwab Affinity Services! Enhance your investment strategies with our cutting-edge platform: ? Personalized Risk Assessments ? Compelling Investment Proposals ? Advanced Model & Portfolio Analytics ? One-Click Investment Policy Statement Join top financial professionals who trust Andes Risk for smarter investment decisions. ?? Book a demo today! Find the link in the comments below.

If you are a financial advisor, how can you bring Behavioral Finance into Risk Assessment to drive better outcomes for your clients? "You are on a quest to not only provide better tools and better insights, but also correct the wrongs in the industry. You put together a platform that is going to help advisors better understand the client both from the traditional risk profiling standpoint as well as the behavioral standpoint, bringing these two to the forefront and allow us to effectively have better conversations, and hopefully better match their portfolios with the inputs." said Jason M. Pereira. Join our CEO, J. Helen Yang, CFA, as she chats with Jason M. Pereira on his podcast, Fintech Impact, about how behavioral finance is transforming investment strategies and risk assessment. Discover how Andes Risk integrates psychology and technology to drive better investor outcomes. #FintechImpact ?? Tune in now! The link is in the comment section below.

It was great seeing you Michael Kitces at T3! Really enjoyed this article. Sydney S. is spot on about the deficiencies in the risk tolerance assessments, which was exactly what Andes Risk set out to address. If the traditional RTQ is the 1st generation and Nitrogen the 2nd generation, Andes Risk is the 3rd generation, offering the most intuitive and robust risk tolerance assessment. Furthermore, Andes explores all aspects of risk, including risk capacity and behavioral risk, to help advisors put clients in the right investment strategy and better manage investor behavior and navigate emotions during market turmoil. I especially liked what Sydney said about the differences in an couple. Advisors need to profile both of them, surface the differences early on, and discuss strategies to handle it before conflicts occur. It could be the difference in risk tolerance, or investment persona. Imagine one is a trend follower, and the other is a passive investor or contrarian! If you are looking to better manage risk and behavior, check us out! Andes Risk Neil Hickey, CIMA ?

At Andes Risk, our 4D Risk Framework helps financial advisors take a holistic approach to investor profiling by combining Risk Tolerance, Risk Capacity, Risk Perception, and Risk Composure. This empowers advisors to create personalized strategies, ensuring smarter decisions and confidence during market volatility. ?? See how our framework can elevate your client conversations and decision-making. ?? Experience the power of Andes Risk firsthand. Book a demo today! Find the link in the comments below. #WealthManagement #RiskManagement #FinancialAdvisors #Investing #MarketVolatility #AndesRiskFramework

Take the 2025 Financial Advisor Tech Survey! Survey link is in the comment section. Find us in: ? Stress Testing (Q34/35) ? Risk Tolerance Instruments (Q54/55) Thanks for giving us the highest client rankings in 2023 and 2024!?