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Product Description
About this Product
Interactive client performance dashboards
Clear risk & allocation visualizations
Client reporting portal
About FinMason
FinMason is a financial analytics technology firm that delivers institutional-grade portfolio analysis through modern APIs and user-facing applications. Its solutions, including FinRiver and FinPortal, enable asset managers, RIAs, and fintech platforms to generate advanced insights across performance, risk, and factor exposures.
FinMason emphasizes transparency, allowing users to customize methodologies and fully understand underlying calculations. Built for scalability, its technology integrates seamlessly into existing workflows, supporting both real-time and batch
analytics. By transforming complex data into actionable insights, FinMason helps advisors enhance decision-making, improve client communication, and deliver more sophisticated investment experiences.
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Product Details
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Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.