The investor personas are based on how clients tend to behave when the market goes up or down. It helps you quickly identify clients in need of more hand-holding.
Based on research from MIT, 51% of investors are passive investors, who tend to believe in buy and hold.
Chasing Cheetahs tend to chase the market trends. They are more prone to strong emotions and behavioral biases.
Like routine eye exams, routine Cognitive Ability Tests identify cognitive declines timely to protect baby boomers. Your clients will see it themselves so you don't have to be the messenger.
Getting trusted family members and professionals involved in a timely fashion is critical to preventing poor financial decisions or becoming a victim of fraud.
Building the relationship with the clients' adult children early will help you keep the assets during the generational wealth transfer.
Understanding the emotions and behavioral biases helps you better manage clients and helps your clients better understand themselves.
Money is an emotional matter. All of us are subject to emotions to various degrees, impairing judgment at times.
Mini-surveys assess common behavioral biases such as loss aversion, overconfidence and herding. Using two to five questions, each mini-survey assesses a specific aspect of behavior.
About this Product
The Google Maps for Advisors - Navigate emotions w/ client profiling:
Six investment personas based on research from MIT.
Routine Cognitive Ability Tests to protect baby boomer clients.
Mini-surveys to assess behavioral biases and financial IQ.
About Andes Wealth Technologies
Are you an advisor looking for a modern approach to get ahead? Introducing the Google Maps for Advisors*, a set of UNIQUE, MODERN tools to help you navigate markets and emotions.
Founded by an award-winning FinTech veteran, Andes Wealth Technologies empowers advisors to deliver a superb client experience using 360˚ visualizations for risk and behavior.
Do you dread client calls after the market drops? The Google Maps for Advisors helps to protect clients in down markets, fully participate in up markets and reduce panic in zigzags.
Uninspiring routine reviews? No more. Make every conversation count. Delight clients, convert prospects and get ahead of your robo- and human peers.
*Google and Google Maps are registered trademarks of Google LLC.
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.