"Advisors who aren't offering any financial planning services are already late to the game. Basic financial planning services have become table stakes for acquiring and retaining clients."
- Joel Bruckenstein, CFP
President, Technology Tools for Today (T3)
Get the conversation started with on-demand financial plans
Simple controls and intuitive charts, right in your Orion workflow
Only $39 per month - pays for itself with just one client
Quickly show the success of the plan
Maximize your efficiency
FinMason is one of the world’s largest 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. Developed by FinMason’s team of seasoned data practitioners and nine PhDs, the cutting-edge platform delivers institutional-grade analytics in milliseconds on every tradeable asset in the world.
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