| Risk Tolerance/Client PRofiling
Holistic Risk Tolerance and Client Profiling
It was a great honor to be a finalist in this category in 2020. As the Andes Wealth Platform expands, the Risk Tolerance Test has become a linchpin connecting all modules. The portfolio visualizer now illustrates how a properly constructed portfolio can be mis-aligned temporarily but still aligned over longer timeframe. The Risk Tolerance Test is also automatically pulled into the IPS.
For client profiling, we have significantly enhanced AccuProfile®, our behavioral finance module. With mini-questionnaires each arriving at a specific aspect of behavior, the Behavior Risk Index ties everything together into a single number to indicate the client’s behavioral risk. (It was built after the demo video)
For protecting baby boomer clients, we have added visual aids to make the workflow more intuitive.