Partnership with FinMason integrates analytics engine into rebalancing platform
AdvisorPeak announced a partnership with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users world-class portfolio and security-level investment analytics as part of the trading and rebalancing platform. The integration empowers advisors through an intuitive interface designed to manage risk, data and tax-efficiency with advanced asset location optimization, while providing specific recommendations to improve client portfolio outcomes and trading efficiency for financial advisors.
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“FinMason’s analytics engine is the perfect complement to our platform and will provide immense value as RIAs leverage our rebalancing capabilities to make timely decisions in the current market environment,” said Damon Deru, founder and CEO, AdvisorPeak. “This integration is also a great synergy to our real-time pricing feature. We’re really excited to work with companies such as FinMason and continue to enhance our platform and provide RIAs with the necessary tools and information to power their back office.”
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FinMasons’ analytics are directly embedded into the AdvisorPeak platform, offering RIAs forward-looking return projections and volatility insights for individual investments, as well as risk profiling and asset class data for securities. With access to asset class data, advisors can automate the process of assigning security classifications.
“We’re thrilled to partner with AdvisorPeak. While they’re a relatively new name in our industry, they have deep roots and an understanding of the technology needs of today’s financial advisors to run a successful practice,” commented Kendrick Wakeman, CEO of FinMason. “We pride ourselves on democratizing access to information – AdvisorPeak is a great conduit to the advisor community and we’re excited about the solutions they’re building with RIAs in mind.”
