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Why wealthtech running out of free money isn t as bad as it sounds

Why wealthtech running out of free money isn t as bad as it sounds
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FinMason Reaches 30 Million Portfolios Analyzed Milestone

FinMason Reaches 30 Million Portfolios Analyzed Milestone News provided by Share this article Share this article BOSTON, March 4, 2021 /PRNewswire/  FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 30 million portfolios for clients since launching its analytics API service in 2017. In the past six months alone, FinMason analyzed 10 million portfolios – as many as they had in the full year prior. Delivering more than 1,000 investment analytics – including on fixed income – and thousands of data items on 3.7 million securities worldwide, the FinMason API is one of the largest investment analytics platforms in production.

FinMason Achieves 30 Million Portfolio Analyzed Milestone

FinMason Achieves 30 Million Portfolio Analyzed Milestone 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. As previously reported, FinMason claims to be the world’s largest independent investment analytics engine for financial services platforms. The Boston-based financial technology firm provides access to more than 700 calculations on every publicly traded asset in the world delivered through one simple API. The platform delivers institutional-grade analytics in milliseconds through two core products:

First Rate Selects FinMason to Deliver Third-Party ESG Data

Share this article Share this article BOSTON, Dec. 16, 2020 /PRNewswire/ FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by First Rate, a leading provider of financial service solutions to the wealth management industry, to deliver ESG data from OWL Analytics via the FinRiver API. OWL Analytics, an alternative data company that focuses on environmental, social, and governance ESG research, became a FinMason data-redistribution partner back in June. We re excited to be bringing ESG data to our users, enabling them to paint a more holistic picture of their clients financial situations and options, said Bo McWilliams, Chief Technology Officer of First Rate. FinMason s state-of-the-art APIs allows us to integrate and deliver OWL s proprietary ESG rankings with minimal effort, reducing cost and accelerating time to market.

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