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Presenter Profile:

How they describe themselves: Traditional wealth management approaches are rapidly getting outdated and technology is becoming the new way wealth advice is delivered.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.

1. Real-Time Risk Monitor to visualize and communicate risk. Advisors can also use it to identify at-risk clients and convert prospects.
2. Our state-of-the-art Risk Tolerance Test is intuitive, accurate and far superior.
3. Investor Expectation Reality Check.
4. 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

Contacts

Bus. Dev.: Helen Yang, CEO, helen.yang@andeswealth.com
Press: inquiry@andeswealth.com