One of the largest independent analytics platforms in wealth management. We have solutions for investors, advisors, compliance teams, and FinTech companies.
Joined December 2014
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4 Mar 2021
"In the past six months alone, FinMason analyzed 10 million portfolios – as many as they had in the full year prior." ow.ly/3QAy50DPZ8K
#fintech #wealthtech
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1 Apr 2021
"A partnership with a service provider that already has access to the necessary data vendors means cutting down the number of required vendors dramatically, freeing up resources that can be channeled into bringing new products to market."
ow.ly/mzlK50EevQo
#fintech #ESG
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30 Mar 2021
"...the new paradigm will require these IBDs to change the advisor-client experience they are offering to provide more open architecture, better technology, low-cost products and service models that are necessary for advisors to succeed..."
ow.ly/DmoI50EckkX
#wealthtech
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23 Mar 2021
"Twenty-eight per cent of respondents found that subcontracting to a tech provider was the most effective solution as it saved investment in a technology network infrastructure while simultaneously allowing access to a better pool of talent."
ow.ly/xbVB50E6dKM
#fintech
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23 Mar 2021
"The pairing of two best-in-breed solutions – FinMason's API delivery system and OWL's ESG Ratings – presented a clear win for our Customers: a streamlined and accelerated deployment of holistic sustainable investing data..."
ow.ly/UM9050E69fH
@ZephyrInforma #fintech #ESG
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18 Mar 2021
“...one of the prominent questions we should be asking in the industry is how can advice firms integrate sustainability within their advice processes, within their investment propositions without it becoming a tick box exercise.”
ow.ly/22cm50E2jOV
#ESG #financialplanning
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16 Mar 2021
"Aperture contends that instead of attributes that can be easily sourced from third parties, financial services software providers should be judged on scalability, cost of ownership and ease of interaction."
ow.ly/2AHu50E0fGG
#fintech #wealthtech
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11 Mar 2021
"Edward Jones found in a survey of 1,242 investors…[that] 95% of respondents believe it’s important that their advisor uses the latest available technology when advising them, the company found."
ow.ly/Zhrg50DWkvc
#fintech #wealthtech @FinAd_IQ
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9 Mar 2021
"...firms are 'going to need to find ways to modernize their platforms and mutualize their investments, their innovation' and 'build scale — and I think you’re going to start to see a much greater focus on integration...'"
ow.ly/4kYl50DUjfF
@BermanThink #fintech
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2 Mar 2021
"This year we found that ethical and sustainable funds have been among the best performers, with nearly a fifth of all the ethical and sustainable funds that were eligible achieving the highest possible five-Crown rating."
ow.ly/zZh250DO3A7
#ESG #fintech #wealthtech
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25 Feb 2021
"@Broadridge's Next-Gen Technology Adoption Survey indicated that firms also reported a range of strategic benefits from prior investments in emerging technologies, including accelerated time to market, better decision-making and improved risk management."
ow.ly/XhYJ50DJPQc
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23 Feb 2021
"The Aite report finds that financial institutions 'that provide complete and far-reaching ESG offerings will come out ahead of their peers for years to come.'" @ThinkAdvisor
thinkadvisor.com/2021/02/22/…
#fintech #wealthtech #ESG
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10 Feb 2021
"The future is all about catering to the changing consumer. Personalization is the future of the wealth management industry.” - Kevin Crowe, @SEIAdvisors
ow.ly/GpNa50DwNv9
#fintech #wealthtech
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9 Feb 2021
"Developer reliance on #APIs continues to increase:Developer reliance on APIs accelerated during the pandemic and will continue to increase in 2021; 61% of developers used more APIs in 2020 than in 2019, and 71% plan to use even more this year. "
ow.ly/P3W650DvA4E
#finech
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4 Feb 2021
"When an anxious client calls about market activity, an advisor can act as a calming influence by modeling the client’s current financial situation next to the advisor’s recommended plan...[to] demonstrate the impact of any recommendation in real time."
thinkadvisor.com/2021/01/28/…
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2 Feb 2021
"Last summer we saw many of the large financial institutions delay projects as they scrambled to get their footing in a fully remote environment...[realizing] that digital success will be a primary driver of business success in 2021 and beyond."-Wes Graves
fintechcto.club/why-integrat…
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28 Jan 2021
Top RIAs will deliver hyperpersonalized, data-driven, digitally delivered, goals-based advice while simultaneously leveraging state-of-the-art technology and workflows.
ow.ly/IiAk50DkRna
#fintech #wealthtech
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26 Jan 2021
"...56% of IT decision-makers view #APIs as assets that help [orgs] build better digital experiences & products, 52% say APIs accelerate innovation by enabling partners to leverage digital assets at scale, 40% view APIs as systems integration enablers... "
ow.ly/Oo9J50DiHd4
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21 Jan 2021
"...since much of digital transformation involves combining disparate data and functionality into rich user experiences and process automations, APIs are an essential ingredient in modern business strategies. "
ow.ly/BRUd50DeAOy
#fintech #wealthtech #API
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19 Jan 2021
"Digital transformation is accelerating, and 2021 has the potential to be the year that laggards face strategic risk, not from what they offer investors but from how the offerings are supplemented by digital capabilities. "
deloitte.com/us/en/insights/…
@Deloitte #fintech #wealthtech
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