This page contains:
Click here for step-by-step guide.
Introduction
This video gives an overview of the Andes Risk platform:
The playlist also includes product demo videos:
- Multi-dimensional Risk Tolerance
- Practical Behavioral Finance
- Real-time Risk Monitor & Portfolio Visualization
- Client Onboarding Flow including the IPS
User Roles
There are two types of users in the Andes Risk platform:
- Firm admin. Firm admins can:
- Create/update models for the firm;
- Add/update advisors for the firm;
- See all clients of the firm.
- Advisors. Advisors can:
- Manage their own clients;
- View models, model analytics and model visualization;
- Firm admin can also give an advisor the privilege to see all clients of the firm.