Excerpt: “Two new products bring institutional-caliber assessments to compliance professional and advisor fingertips. At the T3 Advisor conference in Garden Grove, Calif., today FinMason launched its new risk tolerance and compliance products for financial professionals. FinScore ProTM systematically develops a mutually understandable, bright-line agreement on risk from each client and prospect in a quick and uncomplicated way. FinScopeTM provides compliance teams with the ability to screen each client portfolio every night with robust analytics to detect problems before they become problems. Together, the FinScore Pro and FinScope products form a unique synergy that constantly assures all portfolios are in compliance with the client’s explicitly agreed upon risk limits.

Link to full article: https://www.prnewswire.com/news-releases/finmason-redefines-riskreward-and-suitability-conversations-for-advisors-and-their-clients-300406998.html