Five-Minute Financial Plan™

October 24, 2018

AdvisorClarity Powers Up Business Intelligence Platform, Infuses FinMason’s Robust Investment Analytics

AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced that the firm has selected FinMason to power its investment analytics. […]
August 27, 2018

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 […]
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