investment analytics platform

January 31, 2019

The Five-Minute Financial Plan™ Now Available on the Orion Client Portal

FinMason, a rapidly-growing fintech firm operating one of the largest investment analytics platforms in the world, announced the rollout of the Five-Minute Financial Plan™ on the […]
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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