FinMason
HQ Address
470 Atlantic Avenue, 4th Floor, Boston, MA 02210, United States
Website Address
Business introduction
Lightning-Fast Investment Technology
FinMason empowers wealth managers to turn complex investment data into client-ready insights and analytics — in seconds, not hours
Who is FinMason?
Your trusted partner in investment analytics and technology solutions. We provide robust, scalable tools that empower financial professionals to make informed decisions with confidence.
Our mission
Democratizing financial analytics
At the heart of FinMason is a commitment to democratizing financial analytics and investment data. We believe in equipping financial advisors, asset managers, insurance/annuity providers and institutional investors with the tools they need to navigate and scale complex financial landscapes efficiently and effectively.
FinMason Solutions
FinCalc
FinCalc provides white-labeled, interactive calculators that help advisors demonstrate value and engage clients in meaningful financial planning conversations. From retirement projections to tax optimization, FinCalc delivers institutional-quality calculations in an intuitive, client-friendly format. Retirement income scenarios Model Social Security optimization, pension choices, and sustainable withdrawal strategies with institutional-quality projections. Risk assessment Evaluate portfolio risk......
business needs
view solutionFinCore
FinCore is a comprehensive, cloud-native investment data management solution that serves as your single source of truth across all asset classes. FinCore seamlessly integrates with any custody, performance, or third-party data source. It eliminates data silos, automates manual processes, and delivers institutional-grade analytics to support strategic decision-making. Operational inefficiency Asset owners face the daily......
business needs
view solutionFinFrame
FinFrame delivers white-labeled analytics portals and visualizations that transform complex investment data into clear, actionable insights. Whether you need client-facing dashboards or internal analytics tools, FinFrame provides the building blocks for exceptional user experiences. White-label ready Fully customizable interface that seamlessly integrates with your brand identity and existing platforms. Modular components Select the specific......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
FinRiver API
FinRiver is our lightning-fast, flexible API that delivers institutional-grade investment and risk analytics across all asset classes. With access to over 1,400 analytic data points and more than nine million securities globally, FinRiver empowers financial platforms to incorporate sophisticated analytics with minimal development effort. Our modular design allows clients to select precisely the data......
