FinMason, Inc.

[vc_row content_placement=”top” css=”.vc_custom_1502921076505{margin-top: -15px !important;}”][vc_column][vc_text_separator title=”Technology Providers (New Applications Innovation, Risk Tolerance / Client Profiling)”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/3″][vc_single_image image=”11050″ img_size=”full” alignment=”center”][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text]FinMason is a Boston-based financial technology and investment analytics fi rm dedicated to providing tools that help financial advisors and their clients move forward with confidence. FinMason ’ s cutting-edge platform analyzes millions of global investments and delivers institutional- grade analytics at scale via three core products: FinRiver(TM) provides financial technology platforms with robust analytics and proprietary data sets via lightning-fast APIs; FinScore Pro(TM) provides financial advisors with a quick, intuitive and un complicated risk assessment tool that systematically develops a mutually understandable, bright -line agreement on risk from each client and prospect; and FinScope(TM) provides compliance teams with a way to screen through each client portfolio every night with robust analytics to detect problems before they become problems.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Initiative” title_align=”separator_align_left”][vc_tta_tour controls_size=”md” active_section=”1″][vc_tta_section title=”Technology Providers (New Applications Innovation)” tab_id=”1506539422063-648b5e5e-acee”][vc_cta h2=”” shape=”square”]

FinScore Pro and FinScope

Following our award-winning consumer app, the FinScore TM widget, we launched FinScore Pro TM and FinScope TM in February 2017. FinScore Pro is designed to modernize th e risk-tolerance questionnaire process to help advisors build trust in a way their prospective clients can actually understand. By combining a short, effective questionnaire with a simple and clear graphical representation of risk versus reward, FinScore Pro enables advisors to receive an understandable and unambiguous agreement on risk from clients and pro spects. Unlike other risk-tolerance tools, which present reward in terms of percentages which average investors finds confusing, FinS core Pro sets itself apart by using retirement income as the reward metric, a measure everyone can relate to and conceptualize. As a downside scenario, a 2008 market-crash simulation is presented to juxtapose risk versus reward potential. By choosing from side- by -side portfolio comparisons, investors are able to hone- in on their specific risk-tolerance score, or FinScore, and receive a proposal that aligns with their tolerance and income goals. FinScope further protects the advisor by scanning every portfolio nightly – including monitoring their clients FinScore, 2008 scenario and other metrics – and provides an alert for out- of -tolerance situations to catch small problems before they become big problems. A full audit trail is also recorded and stored for ten years, supporting advisors ’ compliance with an academically accepted, and best commerci ally viable estimate methodology.[/vc_cta][/vc_tta_section][vc_tta_section title=”Technology Providers (Risk Tolerance / Client Profiling)” tab_id=”1506539422141-eb78ccd5-b256″][vc_cta h2=”” shape=”square”]

FinScore Pro and FinScope

Following our award-winning consumer app, the FinScore TM widget, we launched FinScore Pro TM and FinScope TM in February 2017. FinScore Pro is designed to modernize th e risk-tolerance questionnaire process to help advisors build trust in a way their prospective clients can actually understand. By combining a short, effective questionnaire with a simple and clear graphical representation of risk versus reward, FinScore Pro enables advisors to receive an understandable and unambiguous agreement on risk from clients and pro spects. Unlike other risk-tolerance tools, which present reward in terms of percentages which average investors finds confusing, FinS core Pro sets itself apart by using retirement income as the reward metric, a measure everyone can relate to and conceptualize. As a downside scenario, a 2008 market-crash simulation is presented to juxtapose risk versus reward potential. By choosing from side- by -side portfolio comparisons, investors are able to hone- in on their specific risk-tolerance score, or FinScore, and receive a proposal that aligns with their tolerance and income goals. FinScope further protects the advisor by scanning every portfolio nightly – including monitoring their clients FinScore, 2008 scenario and other metrics – and provides an alert for out- of -tolerance situations to catch small problems before they become big problems. A full audit trail is also recorded and stored for ten years, supporting advisors ’ compliance with an academically accepted, and best commerci ally viable estimate methodology.[/vc_cta][/vc_tta_section][/vc_tta_tour][vc_text_separator title=”Category Finalists” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Technology Providers (New Applications Innovation)

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]Technology Providers (Risk Tolerance / Client Profiling)

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Kendrick Wakeman, CFA
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