Institutional-Grade Investment Analytics

Built for today's pace of change.

FinMason delivers robust, lightning-fast portfolio analytics & analysis, and technology that were once reserved for elite institutions. Our cloud-native platform processes data and analytics across more than 9 million global securities provides flexible, scalable solutions that help you make smarter investment decisions. FinMason's truly modular approach means you can seamlessly integrate exactly what you need—whether that's our lightning-fast API, custom calculators, or comprehensive data management solutions—without disrupting your existing infrastructure.

Problems We Solve

Whether you're an asset owner drowning in spreadsheets, a wealth advisor seeking better client conversations, an asset manager differentiating your product in a portfolio, or an insurance provider looking to distinguish your products, we're here to transform how you work with investment data. FinMason understands that growth is tied to how fast firms can innovate, differentiate their offerings, and bring new capabilities to market.

FINRIVER

Investment Analytics

Access over 1,400 analytics via our lightning-fast API. With implementation measured in days rather than months, you'll quickly enhance your platform with institutional-quality risk and performance metrics that scale with your business.

FINCORE

Investment Data Management

Create your one source of truth with our comprehensive data management solution. FinCore pulls information from disparate sources, reconciles conflicts, and delivers consistent, verified data across all asset classes - reducing operational risk and enabling better decision-making.

FINPORTAL

Standalone Investment Analytics Platform

A comprehensive, standalone analytics platform that transforms complex investment data into actionable insights, providing instant access to institutional-grade analytics on millions of securities worldwide without requiring complex integration or technical expertise.

FINSCORE

Risk Measurement

As part of FinRiver & FinPortal, FinScore is a proprietary risk measurement system that transforms complex portfolio volatility into an intuitive 1-100 scale, making risk discussions with clients straightforward and clear. It is calibrated against real-world portfolios and anchored to familiar risk categories, providing a stable, forward-looking assessment.

FINCALC

Custom Insurance Calculators

Elevate your customer experience with bespoke calculators for annuities, tax-deferred investments, and portfolio projections - all seamlessly integrated into your existing digital presence.

FINFRAME

iframe Delivery

We provide visualization pages that can be embedded into your platform.

What Sets Us Apart

Performance

Our 10,000-iteration Monte Carlo analysis returns results in 50 milliseconds

Flexibility

We rapidly develop custom analytics to meet your unique needs, unlike legacy providers who offer rigid, one-size-fits-all solutions.

Integration

Implement with a few lines of code or use our white-labeled interfaces for a seamless client experience.

Vision

We're democratizing access to sophisticated investment tools, helping investors at every level make better-informed decisions.

Modularity

Modular architecture allows integration of specific analytics capabilities piece by piece rather than replacing entire systems at once.

Ready to transform your investment analytics?

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Clients We Serve