Andes Risk

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