category

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Sep 25, 2018

Totum Risk Taps FinMason to Expand Portfolio Analytics Suite

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Apr 27, 2018

FinMason Launches in Canada

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Feb 9, 2018

FinMason Scores Highest in Satisfaction Among Investment Data/Analytics Tools in Annual Advisor Software Survey

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Jul 11, 2017

FinMason To Provide Investment Analytics Data to FinTech Sandbox Participants

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May 4, 2017

Press Release – TradePMR to Integrate FinMason’s Risk Tolerance Process and Analytics into Advisor Workstations

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Mar 31, 2017

PRNewswire – FinMason Launches FinRiver Investment Analytics API

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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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Help & Support

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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