When investors understand, everyone wins

FinMason has built the largest, most scalable independent investment analytics platforms in the industry. Together, we can solve the retirement crisis in America by helping ordinary people better understand investment advice so they can move forward with confidence.
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How Can We Help You?

FinScore Pro

FinScore Pro

The easy, innovative risk tolerance assessment tool that secures a real agreement on risk that your clients can understand and helps them to see the value of your advice

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FinScope

FinScope

The high-throughput screening tool that goes through each of your firm’s client portfolios every night and flags problems before they become problems

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FinRiver

FinRiver

Be the best you can be with our easily integrated, lightening-fast APIs that deliver institutional-grade analytics and proprietary data sets to your platform

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FinScore Widget

FinScore Widget

An embedded, interactive risk tolerance assessment calculator that engages prospects and helps them see for themselves if they need professional advice

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