FinMason's Capabilities Are Available in the Delivery Method You Need
FinPortal
FinPortal is a comprehensive investment analytics platform designed to empower financial professionals with deep insights and accurate risk assessments. It offers robust tools for portfolio analysis, performance attribution, and scenario testing, catering to asset managers, advisors, and institutional investors. FinPortal integrates seamlessly with existing systems, providing real-time data and customizable reporting to support informed decision-making and client communication. With a user-friendly interface, white-labeled capabilities and scalable architecture, FinPortal enhances operational efficiency and ensures compliance with industry standards, making it a valuable asset in today's dynamic financial landscape.
Key Features of FinPortal
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- Comprehensive Analytics: FinPortal offers more than analytics, analysis and reporting s across a wide range of securities, including stocks, bonds, annuities, cryptocurrencies, and non-public assets .
- Customizable Interface: The platform allows for white-labeling and customization, enabling firms to tailor the user experience to their brand and client needs .
- Integration with FinMason's API: FinPortal seamlessly integrates with FinMason's FinRiver API, delivering lightning-fast analytics that can be embedded directly into existing platforms .
- Scalability and Speed: Designed to handle large volumes of data, FinPortal can analyze millions of portfolios efficiently, with average API response times of 50 milliseconds.
- Support for Diverse Asset Classes: The platform supports analysis across various asset classes, including global funds, stocks, bonds, and more, ensuring comprehensive portfolio insights.
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FinPortal Use Cases
FinPortal is used by a range of financial entities, including asset managers, wealth advisors, and turnkey asset management platforms (TAMPs). For instance, several clients employ FinPortal to provide their investment consultants with advanced portfolio analytics, enhancing their ability to construct optimal client portfolios.
By integrating FinPortal, firms can offer clients detailed risk assessments, performance analyses, and scenario testing within a user-friendly interface. This empowers advisors to deliver personalized investment strategies and improve client engagement.
FinFrames
FinFrame is an HTML element that allows you to embed another webpage or piece of web content within your current page—like a window to another site. FinFrames are widely used to enhance user experience without requiring visitors to leave your page so they can utilize our reporting and visualization capabilities.
FinRiver API
FinRiver is our lightning-fast, flexible API that delivers institutional-grade investment and risk analytics across all asset classes. With access to over 1,400 analytic data points more than nine million securities globally, FinRiver empowers financial platforms to incorporate sophisticated analytics with minimal development effort.
Our modular design allows clients to select precisely the data points and calculations they need, eliminating unnecessary complexity and cost while ensuring seamless integration with existing systems. This pick-and-choose approach means you only pay for what you use, making enterprise-grade analytics accessible regardless of your organization’s size or technical resources.
