Innovative wealth management platform, Andes Wealth Technologies, has announced that it has signed Waterway Wealth Management, a Texas-based RIA with $500 million in AUM and offices in Woodlands, Texas and Albuquerque, New Mexico, according to a recent announcement.
Waterway’s advisors envision using behavioral finance systematically to get to know clients more deeply, viewing the Andes risk tolerance tool as a way to generate rich conversations and get clients more fully invested toward their true risk targets.
The firm chose Andes Wealth Technologies platform as it stood out as a way to incorporate key behavioral components into a more robust risk profile. The Andes Wealth platform also allows for better understanding for advisors on the risk tolerance assessment and client profiling in order to deliver personalized service.
