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Andes Wealth Technologies

Wealth Management
pending

Waltham, MA, USA

Community Ratings

Active Users
Former Users
Overall Rating
4.3
(2 ratings)
Active: 2Former: 0
Features
3.9
(2 ratings)
Active: 2Former: 0
Reliability
3.9
(2 ratings)
Active: 2Former: 0
Performance
4.2
(2 ratings)
Active: 2Former: 0
Security
4.3
(2 ratings)
Active: 2Former: 0
Value for Money
3.9
(2 ratings)
Active: 2Former: 0
Customer Service
4.4
(2 ratings)
Active: 2Former: 0
Ease of Use
4.1
(2 ratings)
Active: 2Former: 0
Integrations
4.5
(2 ratings)
Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0

About Andes Wealth Technologies

Andes Wealth Technologies provides a comprehensive wealth management platform that combines behavioral finance with risk analytics to help financial advisors better serve their clients.

Pricing

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Contact for Pricing

Categories

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Industry Focus

Financial Services

Key Features

Behavioral finance tools
risk analytics
client engagement
portfolio management
advisor dashboard

Integrations

Redtail logo
Orion logo
Compliancemax logo
FiduciaryShield logo
HiddenLevers logo
Hidden-Levers logo
MyRIACompliance (RIA in a Box) logo

Key Competitors