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Investment Management

Andes

Andes: Aligning investments with client risk profiles.

"Andes is a sophisticated risk tolerance and investment suitability platform designed to help RIAs align client portfolios with individual risk profiles. It provides tools for assessing risk capacity, risk preference, and generating compliant investment recommendations. Firms use Andes to enhance client engagement, streamline investment processes, and meet regulatory requirements related to suitability."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #161 in Investment Management
Validated Adoption
44 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Risk tolerance questionnaire management
Portfolio stress-testing and analysis
Customized investment strategy creation
Client risk profile documentation
Integration with portfolio management systems

Primary Use Cases

Client onboarding and portfolio construction
Regular risk profile reassessment
Compliance with suitability requirements

Agentic Intelligence Briefing

"Andes helps RIAs build suitable portfolios by aligning client investments with their unique risk profiles and financial objectives."

Real-time Forensic Synthesis

Competitive Strengths

Robust risk tolerance assessment
Comprehensive investment management integration
Client-friendly interface

Adoption Hazards

Limited information available on pricing and integrations
May require training to fully utilize advanced features

Stack Compatibility Profile

How Andes integrates into institutional RIA stacks.

44 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
Nitrogen Wealth
95%
Stack Correlation
Elements Financial Planning
75%
Stack Correlation
Morningstar Office
75%
Stack Correlation
Bloomberg Tax (BNA)
61%
Stack Correlation
Bill.com
61%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking robust risk assessment tools
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Riskalyze
2ToleranceCheck

Value Proposition

"Andes provides RIAs with a powerful and intuitive solution to accurately assess client risk tolerance, leading to better investment outcomes and stronger client relationships."

Audit Your RIA Stack

See how Andes fits into your overall tech efficiency score.

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