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

T3, Inside Information, and Advisor Perspectives released their second annual Advisor Software Survey findings Wednesday at the T3 Advisor Conference in Ft. Lauderdale, FL. Of the nine providers in the “Investment Data/Analytics Tools” category, FinMason, although commanding the smallest market share on the list, earned the highest satisfaction rating with a score of 9.25 out of 10 (with 1 being “probably replace” and 10 being “would strongly recommend to a colleague”). In fact, the “Investment Data/Analytics Tools” category had the highest average satisfaction rating of all the software groups in the report, highlighting the perceived value that advisors are receiving from these technologies and services.

Thank you to everyone who rated FinMason in the 2018 Advisor Software Survey! We won’t stop striving to exceed your expectations!


Find the download link to the survey here.