From Risk Tolerance to the IPS
You can use workflows in Andes Risk Platform for lead generation. Lead Generation Example Our company website has an example lead generation page. Once...
Tue, 27 Aug, 2024 at 10:54 AM
Below are the steps in the overall client onboarding flow. This is a typical flow, which you can adjust as needed. Step Detail Link Step 1 ...
Tue, 4 Apr, 2023 at 11:11 AM
For questionnaires, Risk Tolerance Test, and Household Info, you can send a link to clients ahead of time. Below are instructions for: Sending Link Risk ...
Tue, 27 Aug, 2024 at 11:12 AM
You can generate an Investment Policy Statement (IPS) from the Household page. If a client is not in a household yet, clicking on "Create Househol...
Tue, 24 Jan, 2023 at 10:49 AM