Kendrick Wakeman

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 […]
August 16, 2018

FinMason Continues International Expansion, Adds Euro Currency Product

FinMason, an award-winning investment analytics company, announced that they are rolling out a Euro-denominated version of their investment analytics platform. This enhancement marks a continuation of […]
March 12, 2018

FinMason Hires 25-Year Industry Veteran to Launch New Investment Analytics Consulting Group

FinMason, a leading provider of investment analytics, announced today the launch of the FinMason Investment Analytics Consulting (FinIAC) group, a full-time team of subject-matter experts working […]
August 4, 2017

FinMason Opens Operations in Prague, Announces International Expansion

FinMason, a Boston-based FinTech and investment analytics firm, has announced the international expansion of the firm and the opening of a new operations center based in […]
July 12, 2017

FinMason to Provide Investment Analytics to FinTech Sandbox, Demonstrates Continued Focus on Driving FinTech Innovation

FinMason, a Boston-based FinTech and investment analytics firm, is partnering with FinTech Sandbox, a non-profit accelerator that makes financial data and infrastructure provided by its partners available for […]
June 19, 2017

FinMason Launches FinTech Accelerator Program with Free Access to Investment Analytics API

FinMason, a Boston-based FinTech and investment analytics firm, is helping industry start-ups overcome one of the biggest challenges faced during the development stage – accessing high […]
May 8, 2017

TradePMR to Integrate FinMason’s Risk Tolerance Process and Analytics into Advisor Workstations

TradePMR announced at its 2017 Synergy Conference, an annual gathering for independent registered investment advisors (RIAs) which this year was held May 3-5 at the Eden […]
April 4, 2017

FinRiver Investment Analytics API and FinMason Algonath Revealed

Industry leading fintech firm, FinMason, is now providing easy and flexible access to one of the largest independent analytics platforms in wealth management. The launch of […]
February 23, 2017

FinMason Survey Indicates Advisors May Not Be Having Adequate Conversations about Risk with Clients

According to a new survey released today by FinMason, a Boston-based financial technology and investment analytics firm, advisors may not be having adequate conversation about risk with […]
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