Andes Wealth Technologies, where behavioral finance meets analytics, announced that California-based Registered Investment Advisor (RIA), Slow Capital, Inc., has gone live on its modern platform for financial advisors.
Combining behavioral finance with risk analytics, Andes’ modern platform helps advisors get to know their clients really well, develop better-informed advice and deliver truly personalized service.
“Financial advisors are under tremendous pressure to justify their fees and deliver differentiated services,” says Helen Yang, CFA, Founder and CEO of Andes Wealth Technologies and a winner of 2011 Harry Markowitz Award. “Slow Capital is a forward-thinking RIA and we are excited to work with Slow Capital to lead the industry through this transformation”.
“We wanted to partner with a technology firm that believes as we do; using technology as a tool to enhance client relationships,” says Matthew Johnson, CEO of Slow Capital. “Andes Wealth Technologies has the potential to impact fundamentally the way advisors work with clients; to go from personalized planning to genuinely personal.”
Inspired by Dr. Andrew Lo from MIT and his Adaptive Market Hypothesis, the platform strives to take the current practice to the next level to become more adaptive, more differentiated and more personalized with increased transparency and efficiency. Its practical behavioral finance module, AccuProfile™, displays how behavioral finance is used in wealth management. Combining it with AccuRisk™, a unique risk management system with 360-degree risk visualization, advisors can identify at-risk clients with 30x efficiency. It is also a powerful tool to convert prospects, reduce panic during zigzag markets, and monitor the financial crisis. The company also boasts one of the best Risk Tolerance Tests on the market and a special tool to help managing baby boomer clients.
The platform is integrated with TD Ameritrade and Charles Schwab.
ABOUT ANDES WEALTH TECHNOLOGIES
Andes Wealth Technologies is one of the first companies to combine behavioral finance with analytics to help financial advisors deliver truly personalized services efficiently. Its patent-pending risk management system includes a Risk Tolerance Test and Real-time Risk Monitor with unique visualization. Andes Wealth Technologies is a proud participant of Charles Schwab Openview MarketSquare™ and TD Veo Platform. For more information, visit https://andeswealth.com.
ABOUT SLOW CAPITAL, INC.
Slow Capital is an investment management company, focused on the development of actively managed strategies through the identification of fundamentals-based investment opportunities. It is focused on bringing independent thinking, a long-term perspective and an unwavering commitment to achieve success through active management.
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