The FinMason Platform

Institutional-grade investment analytics, modular by design. Choose the capabilities you need — from real-time portfolio risk analytics to interactive annuity calculators.

FinRiver API — Investment Analytics API

FinRiver is our lightning-fast investment analytics API that delivers institutional-grade portfolio risk analytics across all asset classes. With access to over 1,400 analytic data points and more than nine million securities globally, FinRiver empowers financial platforms to incorporate sophisticated portfolio analysis and risk analytics with minimal development effort.

Our modular design allows clients to select precisely the data points and calculations they need, eliminating unnecessary complexity and cost while ensuring seamless integration with existing systems.

Key Features

  • Lightning-fast calculations return results in milliseconds
  • Over 1,400 data points covering risk, performance, attribution, and more
  • Coverage across 9M+ securities globally including equities, fixed income, and alternatives
  • Pick-and-choose modular API design — pay only for what you need

Who Uses FinRiver

  • Asset Managers: Enhance portfolio analysis, streamline reporting, and provide advisors with sophisticated portfolio construction tools.
  • Wealth Advisors: Deliver institutional-grade investment analytics to clients and improve portfolio construction tools.
  • Financial Technology Platforms: Embed investment analytics into applications without building from scratch.
  • Annuity & Insurance Providers: Power risk assessments and product comparisons with precise analytics.

FinCore — Investment Data Management

FinCore is a comprehensive, cloud-native investment data management solution that serves as your single source of truth across all asset classes. It eliminates data silos, automates manual processes, and delivers institutional-grade analytics.

Problems FinCore Solves

  • Operational Inefficiency — Automates data consolidation and reconciliation
  • Data Quality & Consistency — Maintains a golden source security master
  • Operational & Key Person Risk — Creates standardized, documented data processes
  • Compliance & Audit Challenges — Provides clear data lineage for regulatory reviews

FinCalc — Annuity Calculators & Planning Tools

FinCalc provides white-labeled annuity calculators and planning tools — including tax-deferral and RILA calculators — that help advisors demonstrate value and engage clients in meaningful financial planning conversations.

  • Annuity Calculator & Retirement Income: Model Social Security optimization, pension data scenarios, and sustainable withdrawal strategies.
  • Risk Analytics & Assessment: Evaluate portfolio risk tolerance alignment and stress test against market scenarios.
  • Tax-Deferral Calculator: Analyze Roth conversion strategies, tax-deferral opportunities, and asset location optimization.
  • RILA Calculator & What-If Analysis: Compare scenarios for registered index-linked annuities and major life decisions.

FinFrame — Portfolio Visualization

FinFrame delivers white-labeled, embeddable visualizations that bring investment data to life. Charts, tables, and interactive elements integrate directly into your platform.