Product & Client Update · Q3 2026
Q3 2026 FinMason Newsletter
FinPortal risk analytics upgrades, two new client launches, a guide to our product lines, and stories from our summer interns.
· FinMason
FinPortal risk and analytics upgrade
Advisors now have an enhanced FinScore™ risk scoring experience, deeper fixed income data, historical and hypothetical scenario analysis, and triple portfolio comparisons. The release adds drawdown and correlation analysis to help advisors evaluate and communicate portfolio risk.
Two new client launches
A global wealth management firm is using FinMason as the calculation engine behind its platform. An Asia Pacific client has launched an interactive retirement income calculator to help users explore savings goals and possible shortfalls.
Product lines and people
The newsletter introduces FinRiver analytics APIs, FinCalc insurance and annuity calculators, and FinCore asset-owner reporting. It also features summer interns Connor Louden and Evan Munoz sharing what they learned at FinMason.
Read the full newsletter
Open the designed Q3 2026 newsletter as an inline PDF.