ABOUT Andes Wealth Technologies “Andes Wealth Technologies is the first company to combine behavioral finance with risk visualizations to help financial advisors differentiate and deliver truly personalized services.
Inspired by Dr. Andrew Lo from MIT, co-winner of the Harry Markowitz Award with founder and CEO Helen Yang, and his Adaptive Markets Theory, Andes Wealth Platform has received numerous awards:
- Winner, 2021 & 2022 WealthManagement.com Industry Award
- Winner, 2022 & 2023 WealthTech Americas Award
- Winner, 2022 Family Wealth Report Award
- Winner, 2022 ThinkAdvisor Luminaries Award
- Finalist, 2021 & 2022 MMI/Barron’s Industry Award
Learn more at www.andeswealth.com.“
WHAT ARE THE INTEGRATION POINTS BETWEEN ANDES WEALTH TECHNOLOGIES AND REDTAIL CRM?
Redtail CRM Clients and Prospects (including Households, Investors, Accounts, and Positions) are synced to Andes Wealth on a nightly basis.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.