Q1 2026 Newsletter
· FinMason
As Q1 closes, we want to share what we've been building. It's been a quarter of meaningful progress: new capabilities shipped, new talent joined the team, and continued growth that reflects the trust you place in us every day.
Reflecting on Q1 2026
New York State Tax Deferral Calculator
In an upcoming release we will launch a New York State-specific Tax Deferral Calculator, the latest addition to our suite of annuity & insurance tools. New York's unique tax environment has historically made it difficult for advisors & annuity providers to present the full picture of tax-deferred growth to clients.
This calculator provides advisors with the necessary tool to engage on the full impact of tax deferral. Like our existing tax deferral tools, it delivers real-time, personalized illustrations that make complex tax comparisons immediately clear, built to meet New York's regulatory standards and designed to drive advisor confidence.
Continued Investment in Our Analytics Engine
Q1 saw meaningful enhancements across FinMason's core analytics infrastructure. We deepened our fixed income analytics capabilities, extended our Monte Carlo analysis for a wider range of portfolio scenarios, and expanded our risk & performance diagnostics, accessible through the same API-first architecture our clients rely on. We also implemented FinRiver into a Top 5 portfolio construction digital interface servicing tens of thousands of advisors.
Our Business Today
FinPortal has been significantly enhanced to deliver a deeper, more interactive portfolio analytics experience for advisors, asset managers, & end investors. New capabilities include:
- Charting and visualization tools for expanded correlation and diversification analysis
- Replacement asset module to help identify more efficient portfolio alternatives
- Top holdings analysis for greater transparency into concentration risks and exposures
- Drawdown calculations and charting to better evaluate downside performance across market cycles
- Rolling risk & return analytics providing a dynamic view of portfolio consistency over time
- Upgraded reporting functionality making it easier to communicate sophisticated insights through client-ready outputs
> FinMason analytics are now being used to power a Top 5 asset/wealth manager's portfolio construction capabilities for both internal teams & external financial advisors, helping transform investment conversations into actionable growth opportunities. By embedding our advanced risk, return, diversification, correlation, & holdings-level analytics into advisor-facing applications, the firm will equip users with deeper insights to build more personalized portfolios aligned to client goals and risk tolerances. These tools support internal consultants & sales teams with data-driven portfolio reviews, replacement ideas, stress testing, & allocation recommendations, while enabling advisors to demonstrate value through clearer client interactions.
FinMason News
Private Credit & BDC Analysis
Our team just published a comprehensive look at the top 15 publicly traded BDCs covering everything from sector-wide stress signals to individual NAV discount assessments.
Read the April 2026 analysis →
FinMason Nominated for FTF Award: Best Operational Analytics Solution
This award recognizes the provider that has made a commitment to advance analytics capabilities for middle- and back-office operations.
A Growing Team
FinMason ended Q1 adding new team members across engineering, client services, analytics, and sales. This growth reflects both the increasing demand for our platform and our commitment to delivering at the level our clients expect.
Looking Ahead
The rest of 2026 is shaping up to be our most ambitious year yet. We continue to prioritize the areas we know clients need the most: private assets coverage, deeper fixed income analytics, expanded asset owner data validation and reconciliation, and richer advisor-facing digital experiences. We're also continuing to invest in the tools and calculators that help our insurance and annuity clients demonstrate value at the point of sale.
We'd like to connect as Q2 gets underway, whether to review what's new, explore how additional capabilities could fit your business, or simply to check in. Reach out to your FinMason contact or drop us a note at [email protected]. To keep up with FinMason new capabilities, follow FinMason on LinkedIn.
Thank you, as always, for being part of this.
*Warm regards,*
*The FinMason Team*