Andes Risk

Getting Started 4

• Getting Started (Step-by-step guide)
• Overview of Andes Risk Platform
• Managing Clients
• Creating Household

Asset Classes 2

• Asset Classes
• Drift Monitoring

Portfolio 0

Model Management 7

• Setting Up Models
• Creating Strategic Models
• Creating Dynamic/Tactical Models
• Setting Target Return and Volatility for Models
• Setting up Model Set

View all 7

From Risk Tolerance to the IPS 4

• Using Lead Generation
• Overview of the Client Onboarding Flow
• Sending Link to Clients
• Generating the Investment Policy Statement

Multi-dimensional Risk Tolerance 5

• Multi-dimensional Risk Tolerance
• Setting Up Risk Tolerance Test
• Navigating the Risk Tolerance Test
• Understanding Andes Risk Score
• Understanding the Risk Tolerance Test

Portfolio Analytics & Visualization 3

• Entering Portfolios and Running Analytics
• Why my portfolio doesn't have analytics?
• Portfolio Health Check

Practical Behavioral Finance 5

• AccuProfile®: Practical Behavioral Finance
• Best practices for using AccuProfile™
• Protecting Baby Boomer Clients
• Understanding Investor Type
• Manage Flows: Adding custom questionnaire sequences in Andes

Securities, mutual funds and ETFs 1

• How to add a new security to the system?

Other FAQ 2

• Commonly Asked Questions
• How Andes Risk Convert Riskalyze/Nitrogen Risk Score

Resolve Issues on Andes 1

• Resolve Common Issues on Andes

Orion 1

• Orion integration in Andes

Black Diamond 1

• Black Diamond integration in Andes

Charles Schwab/TD 0

Fidelity 0

Redtail 1

• Redtail Integration in Andes

Wealthbox CRM 1

• How to use the Andes/Wealthbox Integration?

Schwab 1

• Schwab integration in Andes

Advyzon 0

Analytics 1

• Security History Extension

Complying with SEC Marketing Rule 4

• Getting Started with the SEC Marketing Rule on Andes
• (For Firm Admins) How to Setup the Firm-Level Fee Preference in Andes
• How to Setup the Household-level Fees on Andes
• Enhancements on the Interactive Tools for the SEC Marketing Rule