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Dec 4, 2019

Why Add Real Investment Analytics to a Compliance Screening / Reg BI Solution?

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Mar 13, 2019

FinMason: Redefining the Power of Analytics

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Sep 19, 2018

FinMason Wins Best Compliance Technology at 2018 Wealth Management Industry Awards

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Apr 14, 2017

DoL Rule or Not, Brace for Fiduciary Expectations

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Mar 21, 2017

FinancialPlanning: FinMason enters the portfolio-risk field

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About Us

FinMason is the world’s largest independent investment analytics engine for financial services platforms.

Important Links

Our Use Cases

  • Portfolio Comparison
  • Proposal Generation
  • Portfolio Construction
  • Lite Planning
  • Risk and ESG Scoring
  • Compliance Monitoring
  • Adding Market Data and Analytics
  • Custom Analytics

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Headquarters Boston

One Marina Park Drive, Suite 1410, Boston, MA 02210

Office Prague

Revoluční 724/7, 110 00 Staré Město, Prague 1, Europe - Czech Republic

2023 FinMason, Inc.

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