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Less than six months after it achieved its 20 million portfolios analyzed milestone, FinMason, a U.S.-based fintech and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced on Thursday it has achieved 30 million portfolios analyzed milestone.
- FinRiver: An API that delivers any analytics anywhere in your platform with just a few keystrokes
- FinScope: A bulk processing platform that can analyze millions of portfolios every night for compliance screening and performance attribution.
Speaking about the milestone, Kendrick Wakeman, CEO of FinMason, stated:
“With asset managers, advisors, and investors focusing greater attention on digital transformation and hyper-personalization, FinTech and WealthTech platform providers continue to discover the value in turning to strategic partners as alternatives to tackling everything in-house. By focusing our efforts on one piece of the development puzzle, we hope to help our partners realize their developmental goals more quickly, easily, and cost-effectively so that they can produce a better end product.”
FinMason added it was selected by First Rate to deliver third-party ESG data from one of its data partners – OWL Analytics – via its intuitive API.
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