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AccuProfile | Andes Wealth Technologies

Behavior Risk Index™ indicates how likely the client is susceptible to irrational behavior in the context of capital markets. In addition to the investor persona, it also incorporates the behavioral biases, cognitive declines (for baby boomer clients) and investor’s knowledge in finance and investments.

Andes Wealth
  • Investor Persona
  • Risk Appetite
  • Behavioral biases (loss aversion, overconfidence and herding)
  • Financial IQ
  • Cognitive Ability Test
Andes Wealth

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Andes Wealth

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