BOSTON–(BUSINESS WIRE)–Andes Wealth Technologies, an innovative wealth technology company, has been named the winner of the 9th Family Wealth Report Award in the Onboarding category.
Showcasing the ‘best of breed’ in North America, the awards have been designed to recognize outstanding organizations deemed to have demonstrated innovation and excellence by an independent panel of judges.
The Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia, encompassing all of the world’s major wealth management centers.
Commenting on this award, Helen Yang, founder and CEO of Andes Wealth Technologies, said, “Onboarding is an important first step in the advisor-client relationship. Incorporating behavioral finance and visualizations, our unique and innovative approach takes onboarding to a new – and much more rigorous – level. We are honored and grateful for this recognition.”
Stephen Harris, CEO of ClearView Financial Media, publisher of WealthBriefing, extended his congratulations, “These awards recognize the very best operators in the North American family office and wealth management space, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in American wealth management.”
About Andes Wealth Technologies
Andes Wealth Technologies is the first company to combine behavioral finance with risk visualizations to provide a new way to deliver wealth management. Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, the Andes Wealth Platform is a comprehensive client onboarding and communication platform to help financial advisors differentiate and deliver truly personalized services. Helen Yang, CFA, founder and CEO, shared the prestigious Harry Markowitz Award with Dr. Lo in 2011.
A winner of the 2021 WealthManagement.com Industry Award, 2022 WealthTech Americas Award, and 2022 Family Wealth Report Award, Andes Wealth Technologies is also a finalist of the 2021 MMI/Barron’s Industry Award.
Visit https://andeswealth.com to learn more.
About ClearView Financial Media Ltd and WealthBriefing
ClearView Financial Media (“ClearView”) was founded by Stephen Harris in 2004 to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running global thought-leadership events and awards programs.
Founder and CEO
Andes Wealth Technologies