YCharts is an investment research platform that enables smarter investment decisions and better client communications. Serving RIAs, broker-dealers, and asset managers, YCharts helps investment professionals achieve growth and demonstrate their value through tools that automate daily tasks, enhance client engagements, and simplify complex financial topics.
Andes Wealth Technologies
Andes Wealth Technologies is the first company to combine behavioral finance with risk visualization to provide a new way to deliver wealth management services. Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, Andes Wealth Technologies seamlessly integrates risk tolerance, behavioral finance, portfolio analytics, and IPS generation into a comprehensive and robust client onboarding and communication technology solution. Helen Yang, CFA, founder, and CEO of Andes Wealth Technologies, shared the prestigious Harry Markowitz Award with Dr. Lo in 2011.
About Our Integration:
Use this custom data query to sync household and account data within Orion to the Andes Wealth platform, allowing you to seamlessly move clients from risk profiling to portfolio model selection and ongoing monitoring, all while applying behavioral finance concepts.
Wealthcare’s GDX360® process integrates financial planning and investment management in a single, powerful approach that is designed to create more meaningful experiences for clients and more profitable relationships for advisors.
With GDX360, advisors can transform financial planning at their practice into a dynamic fiduciary process. They can build flexible plans that reflect the realities of life and give clients a clear picture of their financial health.
StratiFi empowers financial advisors with cutting edge technology to create a more holistic view of a household’s financial wellness to win prospects, increase wallet share and improve client experience.
Our PRISM Rating technology quantifies risk on a 1-10 scale and allows advisors to communicate risk to clients in a way they understand. With client friendly proposals we improve the quality of interaction and insights advisors share with clients.
The data coming in from Orion automates the ongoing monitoring of the IPS to improve compliance and enhance oversight of accounts and models.
This integration allows Orion & StratiFi customers to sync their Account/Sub-accounts and Client data from Orion into StratiFi to see their portfolio’s risk and have oversight on accounts.
The integration also allows customers to combine sub-accounts to see the risk across different strategies and allows firms to sync data for select representatives.
LifeYield creates software for financial advisors and firms to grow their business by helping clients keep more of what they earn. Made to attract and retain clients, the LifeYield Advantage Suite includes:
The LifeYield Advantage Suite helps investors, advisors, and firms minimize taxes and improve outcomes.
factorE is a portfolio risk discovery tool that gives advisors the insights they need to have informed conversations with their clients about the risk in their respective portfolios. You can run a portfolio analysis on either the account or portfolio level to assess the risk held by their clients. After the risk is analyzed, you’ll be able to use a factor-based scenario analysis to tell clients how their portfolio would have faired in big market events, like the great recession of 2008.
Worrying about potential threats to data security shouldn’t be apart of your financial picture. With Experian®, a global leader in consumer and business credit reporting and marketing services, it doesn’t have to be. And you now have access to these robust protections right in your Advizr Client Portal.
Gain the peace of mind that comes with knowing your information is safe with client protection services including:
Credit Scores
You get a monthly VantageScore* to see where your credit stands, what’s changed and where to go from there.
Dark-Web Monitoring
Experian provides cyber monitoring for email addresses, ID numbers, and account numbers so you know right away if someone is trying to use your information.
Timely Notifications
If your identity is used by someone else, you want to know right away. Experian will send you notifications as soon as fraudulent acts are made against your information.
Non-Credit Loan Monitoring
If someone tries to use your client’s identity for a pay-day loan, you’ll know about it
Social Security Number Trace
Know the names and addresses associated with a particular Social Security Number
Financial Account Monitoring
Automatic alerts are sent any time there is a change in a client’s account that could impact their portfolio
Change of Address Monitoring
If a thief tries to change a client’s address, you’ll know.
Tifin Grow is the only multidimensional risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
With Tifin Grown, you can easily customize how you engage with your clients and have an in-depth discussion about their Risk Preferences, Risk Capacity, and Portfolio Risk.
Unlike traditional risk tolerance assessment tools which focus primarily on the client’s willingness to accept risk, Tolerisk® measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. All factors are combined into a simple, measurable, and actionable risk directive.
Orion integrates with Tolerisk allowing you to easily import your clients and portfolios into the platform for analysis.
The PrairieSmarts Financial Risk Cloud provides institutions with direct access to portfolio risk calculations, proprietary risk market data and risk reporting capabilities. Available through API and flat file solutions, PrairieSmarts data or reports can be embedded anywhere reliable risk metrics are needed.
Using a portfolio risk analyzer specifically designed for Registered Investment Advisors – analyze, present and communicate portfolio risk to your clients through the power of the PrairieSmarts risk platform in a browser. Gain a deeper understanding of portfolio risk and find new ways to create a dialogue, inspire trust and educate clients.
Orion provides a basic data integration that allows PrairieSmarts to quickly and easily import portfolios to power its tools.