FinMason Touts Five-Minute Financial Plan™; Will Power Native Monte Carlo Capabilities on Orion Platform

FinMason, a fintech firm operating one of the largest investment analytics platforms in the world, and Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, announced the following:

Advisors can now access FinMason’s Five-Minute Financial Plan™ – a financial planning analytics tool – directly within the Orion platform.

“The need in the wealth management community for financial planning tools that are simple to use, readily accessible, and seamlessly integrated has never been greater,” said Kendrick Wakeman, CEO of FinMason. “By embedding our financial planning analytics capabilities directly within Orion Insight, a platform so widely used and trusted, advisors can expand the scope of their planning efforts efficiently and easily.”


Through Orion’s Insight dashboard, Orion users can now access the power of FinMason’s institutional-grade investment analytics platform, FinRiver, to deliver dynamic financial plans quickly and at scale. With the Monte Carlo-based FinRiver – which is not dependent on exhaustive levels of data from clients and prospects – advisors can deliver simple yet dynamic financial projections based on current saving and spending patterns, including:

  • The probability of achieving future goals based on portfolio analysis of individual positions
  • Potential outcomes of different savings and spending rates, pre- and post-retirement
  • The effects of special spending events, such as buying a house or paying for college

With the ability to adjust these inputs in real-time, advisors can create a collaborative planning experience, demonstrating for their clients how these factors directly influence financial outcomes.


Orion’s integration framework also enables data from FinMason’s platform to be accessed from within Orion’s advisor dashboard, Client Portal, and Salesforce and Redtail integrations. As a result, advisors can create comprehensive and compelling reports showing both the performance of investments and the progress toward a financial plan.

“We believe advisors work best, and most efficiently, when they are empowered to build a tech stack that fits their unique business needs,” said Eric Clarke, founder and CEO of Orion. “Our strong and open integration architecture enables Orion to deliver access to in-demand solutions like FinMason, and supports our clients’ efforts to strengthen their relationships through financial planning analytics.”


The integration of FinMason’s financial planning analytics engine launched August 27, 2018 and is now available on the Orion Insight platform. FinMason will be demoing their new tool at Orion’s Ascent user conference, September 5-7, 2018 in Miami Beach, Florida.

Advisors who are not attending Ascent, are invited to sign up for a webinar on the FinMason/Orion integration.


FinMason, an independent investment analytics engine for financial services platforms, provides access to more than 700 calculations on every publicly traded asset in the world delivered through one simple API. Developed by FinMason’s team of data practitioners and nine PhDs, the platform delivers institutional-grade analytics via two core products: FinRiver™ – a lightning-fast API that delivers any analytics anywhere in a financial services firm’s platform with just a few keystrokes, and, FinScope™ – a bulk processing platform that can analyze millions of portfolios every night for compliance screening and performance attribution. For more information, visit


Orion Advisor Services, LLC (Orion) is a portfolio accounting service provider for advisors. Orion provides integrated and fully customizable technology solutions for financial advisory firms. Orion’s technology solutions empower more than $675 billion in AUA, and over 2 million accounts. For more, visit

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