Cassia Research Selects FinMason to Power Advisor App

Cassia Research Selects FinMason to Power Advisor App

Cassia Research looks to accelerate time-to-market for their CoPilot Advisor Platform using FinMason's innovative analytics API

FinMason, a Boston-based FinTech and investment analytics firm, announced that it has been selected by Cassia Research to be the investment analytics partner for their new CoPilot Advisor platform. 

CoPilot Advisor will be using FinMason’s FinRiver™ API to drive robust investment analytics across the platform. Rapid growth through its recently launched prospecting service for advisors generated a need to accelerate the build-out of their investment management platform. FinMason’s FinRiver was the perfect solution, providing broad-based analytics covering every investable asset in the world, delivered via a simple and lightning-fast API that supports rapid prototyping, A/B testing and a highly scalable deployment.

“We are committed to delivering the best user experience and the highest functionality that we can,” stated Henry Bee, CEO of Cassia Research and CoPilot Advisor. “In order to do that, we wanted a partner that could quickly augment our platform with robust investment analytics as a service, so we could rapidly develop and test our product without getting bogged down.”

We are committed to delivering the best user experience and the highest functionality that we can. In order to do that, we wanted a partner that could quickly augment our platform with robust investment analytics as a service, so we could rapidly develop and test our product without getting bogged down.

Henry Bee, CEO, Cassia Research and CoPilot Advisor

Kendrick Wakeman, CEO of FinMason, added, “Cassia Research is the leading edge of WealthTech, delivering on their promise to be a premier partner to the advisory community. We are delighted and privileged to be part of their innovative solution.”

To learn more about the FinRiver APIs, visit http://FinMason.co/about.

ABOUT FINMASON INC.

FinMason is the world’s largest independent 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 PhD’s, the cutting-edge platform delivers institutional-grade analytics in milliseconds via two core products: FinRiver™, a lightning-fast API that delivers any analytics anywhere in a financial services firm’s platform with just a few keystrokes, and FinScope™, a bulk processing platform that can analyze millions of portfolios every night for compliance screening and performance attribution. For more information, visit www.FinMason.com and follow FinMason on Twitter, LinkedIn and Facebook.

ABOUT CASSIA RESEARCH AND COPILOT ADVISOR

Cassia Research is a fast-growing, venture-backed Vancouver FinTech firm that helps financial advisors grow and nurture new business through its CoPilot Advisor platform. They are a community of industry veterans in the finance and software space who have effective relationships with many satisfied clients. Further, Cassia is preparing to launch its decentralized, blockchain marketplace solution that will provide investors with access to institutional-grade investment strategies validated on the blockchain. The Cassia team is composed of founders, executives and key members from The Hillcore Group, Broadridge, Electronic Arts, NEXT Financial, Riskalyze and Predictable Revenue. For more information, visit www.CoPilotAdvisor.com.

MEDIA CONTACT:
Leesy Palmer
Impact Communications
913-649-5009
impactmediamanager@impactcommunications.org

Source: FinMason