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Fintech Integration Marketplace / Wealth Management / Analytics

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FinMason

FinMason is one of the world’s largest and most scalable investment analytics as a service platforms. It calculates more than 700 analytical parameters, covers every publicly-traded asset in the world, and is accessed via a simple yet powerful API, enabling firms to accelerate development and get to market faster.

Website

https://finmason.com/

Contacts

https://www.facebook.com/FinMasonInc/

https://www.linkedin.com/company/finmason/

https://twitter.com/finmasoninc

FinMason
  • Investment Analytics Platform
  • API
  • Calculation Engine
  • Compliance Screens
  • Monte Carlo Simulation
FinMason

Companies that integrate with FinMason

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors.
#Portfolio Management #Billing #CRM #Financial Planning #Rebalancing #Trading #Portfolio Reporting
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
#Risk Management #Portfolio Reporting

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FinMason

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