SALT LAKE CITY, June 11, 2020 /PRNewswire/ — AdvisorPeak introduced a partnership right this moment with FinMason, a fintech agency and funding analytics supplier, providing AdvisorPeak customers world-class portfolio and security-level funding analytics as a part of the buying and selling and rebalancing platform. The combination empowers advisors by way of an intuitive interface designed to handle danger, information and tax-efficiency with superior asset location optimization, whereas offering particular suggestions to enhance consumer portfolio outcomes and buying and selling effectivity for monetary advisors.
“FinMason’s analytics engine is the proper complement to our platform and can present immense value as RIAs leverage our rebalancing capabilities to make well timed selections within the present market setting,” stated Damon Deru, founder and CEO, AdvisorPeak. “This integration can also be a terrific synergy to our real-time pricing characteristic. We’re actually excited to work with corporations akin to FinMason and proceed to reinforce our platform and supply RIAs with the required instruments and knowledge to energy their again workplace.”
FinMasons’ analytics are instantly embedded into the AdvisorPeak platform, providing RIAs forward-looking return projections and volatility insights for particular person investments, in addition to danger profiling and asset class information for securities. With entry to asset class information, advisors can automate the method of assigning safety classifications.
“We’re thrilled to companion with AdvisorPeak. Whereas they are a comparatively new title in our business, they’ve deep roots and an understanding of the expertise wants of right this moment’s monetary advisors to run a profitable observe,” commented Kendrick Wakeman, CEO of FinMason. “We satisfaction ourselves on democratizing entry to info – AdvisorPeak is a superb conduit to the advisor neighborhood and we’re excited in regards to the options they’re constructing with RIAs in thoughts.”
AdvisorPeak’s value-based various to conventional all-in-one options is accessible freed from cost for brand spanking new customers by way of June 30, 2020: https://advisorpeak.com/schedule-a-demo/
Situated on the Silicon Slopes of Salt Lake Metropolis, Utah, AdvisorPeak, Inc. was based by former funding advisors and wealth administration business subject material consultants with the imaginative and prescient of bringing revolutionary software program to the monetary companies business. Designed to fulfill the real-world wants that advisors and establishments face, AdvisorPeak is the product of years of in-depth analysis and improvement of tax-smart portfolio rebalancing and buying and selling. AdvisorPeak places enterprise-class portfolio administration instruments inside attain of all funding professionals. For extra details about AdvisorPeak, or to schedule a software program demo, please go to www.advisorpeak.com or comply with @AdvisorPeak on Twitter.
FinMason, one of many world’s largest funding analytics engines for monetary companies platforms, permits WealthTech platforms to speed up improvement and time-to-market whereas retaining management of their person expertise. Constructed with velocity, flexibility, and scalability in thoughts, the monetary expertise agency calculates and delivers greater than 700 analytics on each publicly-traded asset on this planet through one easy API. For extra info, go to www.finmason.com.