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Digital Digest: The Latest Tech News - AdvisorPeak, FinMason
Editorial Staff
15 June 2020
AdvisorPeak
US financial software business AdvisorPeak is partnering with FinMason, the tech, investment and investment analytics house. Under the pact, FinMason will offer AdvisorPeak users portfolio and analytics as part of the trading and rebalancing platform.
As a result of the partnership, advisors can manage clients’ money in a way that tracks risk and tax efficiency.
FinMasons' analytics are slotted into the AdvisorPeak platform. Users such as registered investment advisors can grasp future returns and volatility effects on specific investments. They can also measure the risks of assets.
AdvisorPeak is based in Salt Lake City, and was founded by wealth management industry figures.