Lightning-Fast Investment Technology and Analytics

FinMason empowers asset managers, wealth advisors, asset owners, and insurance providers to turn complex investment data into client-ready portfolio analytics and risk insights — in seconds, not hours.

One Investment Analytics Engine. Multiple Enterprise Applications.

Problems We Solve

Whether you're an asset owner overwhelmed by spreadsheets, a wealth advisor needing sharper client conversations, an asset manager looking to differentiate with portfolio analytics, or an insurance provider seeking better annuity calculators, FinMason helps transform how you use investment data.

We know growth depends on how quickly firms can innovate, launch new capabilities, and deliver differentiated value. Our investment analytics platform is built to make that possible — fast, scalable, and seamless.

Institutional-Grade Investment Analytics

  • Speed That Scales: Millisecond response times for complex investment analytics across millions of securities.
  • Modular Architecture: Pick the capabilities you need — from portfolio risk analytics to portfolio construction tools.
  • Unified Coverage: One investment analytics API covering equities, fixed income, alternatives, and multi-asset portfolios.
  • Proven at Scale: Trusted by leading financial institutions for mission-critical portfolio analytics.

Modular by Design — One Platform, Four Powerful Modules

FinRiver API

At the heart of the FinMason platform, our investment analytics API delivers real-time portfolio risk analytics with over 1,500 data points across 9 million securities.

FinCore

FinCore consolidates, cleans, validates and reconciles investment data from multiple sources across all asset classes. Our investment data management solution creates a consistent golden source of truth.

FinCalc

Custom annuity calculators, tax-deferral calculators, and RILA calculators for retirement income scenarios.

FinFrame

Embed FinMason's portfolio analytics directly into portals, reports, or digital wealth experience tools.

Built For

Asset & Wealth Managers

Portfolio Analytics & Digital Wealth Experience. Help clients visualize performance, risk analytics, and strategy with portfolio construction tools that turn investment data into trust.

Asset Owners

Investment Data Management & Pension Data. One source of truth for pension data across all asset classes with comprehensive investment data management.

Insurers

Annuity Calculators & Risk Analytics. Use interactive annuity calculators to illustrate income projections, optimize tax-deferral scenarios, and drive digital distribution.