FinMason Ranks #1 in Customer Satisfaction According to the 2018 Advisor Software Survey

FinMason Ranks #1 in Customer Satisfaction According to the 2018 Advisor Software Survey

Appearing for the first time in the annual survey, FinMason among top investment analytics providers in the industry

FinMason, a FinTech company operating one of the largest and most scalable independent investment analytics platforms in the world, has earned the highest customer satisfaction score in the prestigious 2018 Annual Advisor Software Survey. FinMason received an average user’s satisfaction rating of 9.25 on a scale from one to 10, with 10 being “would strongly recommend to a colleague.” Not only was FinMason the highest-rated company in the Investment Analytics/Data category, it received the highest rating of any company in the entire survey.

“The FinMason team has worked very hard to provide our clients with a product that is robust, easy to use and comprehensive,” said Kendrick Wakeman, CFA, CEO and founder of FinMason. “We are thrilled to see that our users are extremely satisfied with our efforts thus far and we will continue to work hard to earn our spot as their preferred analytics vendor.”

The 2018 Advisor Profession Software Survey was produced by three prominent advisor media firms: T3, Insiders Information and Advisor Perspectives. It included responses from more than 1,500 advisors across the country. Survey co-author and T3 founder Joel Bruckenstein weighed in on FinMason as a first-time participant in the publication, saying: “FinMason is a company to watch in the investment analytics space. Any time a new company delivers a new product with such high user satisfaction, their competitors should take note.”

The FinMason team has worked very hard to provide our clients with a product that is robust, easy to use and comprehensive. We are thrilled to see that our users are extremely satisfied with our efforts thus far and we will continue to work hard to earn our spot as their preferred analytics vendor.

Kendrick Wakeman, CFA, CEO, FinMason

In 2017, FinMason announced numerous growth initiatives, strategic partnerships and key hires to accelerate the company’s expansion. In August 2017, the firm announced plans for an international expansion, opening offices in Prague to keep pace with the rapid growth and 24/7 development needs of the company. The growth was spurred by the launch of FinRiver, an API that gives any technology platform access to FinMason’s institutional-grade analytics in a highly customizable, easy-to-consume format.

To learn more about FinRiver’s 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 Ph.D.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 your 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 us on Twitter, LinkedIn and Facebook.

MEDIA CONTACT:
Jessica Taylor Shores
Impact Communications
913-649-5009
jessicashores@impactcommunications.org

Source: FinMason